Position in CRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,227,640
-$6,114,163 QoQ
Shares Held
60,147
-8.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Parallel Advisors, LLC holds $81,876,726 across 109 Software - Application names. CRM ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
254,921 | $18,336,467 | |
| 2 | INTU |
Intuit Inc.
|
27,985 | $12,100,154 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
60,147 | $11,227,640 | |
| 4 | ADBE |
Adobe Inc.
|
23,862 | $5,800,374 | |
| 5 | ROP |
Roper Technologies Inc
|
15,431 | $5,460,413 | |
| 6 | SHOP |
Shopify Inc.
|
25,763 | $3,056,007 | |
| 7 | CHYM |
Chime Financial, Inc.
|
134,980 | $2,528,175 | |
| 8 | NOW |
ServiceNow, Inc.
|
20,346 | $2,127,174 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,227,640 | 60,147 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $17,341,803 | 65,463 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,944,175 | 67,275 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,486,745 | 67,794 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $18,056,065 | 67,283 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $22,378,044 | 66,934 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,255,635 | 66,697 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,001,765 | 66,129 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $19,826,378 | 65,829 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $17,403,290 | 66,137 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,594,776 | 67,042 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $13,784,926 | 65,251 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $12,096,478 | 60,549 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $4,538,953 | 34,233 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,546,614 | 38,561 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,438,705 | 39,013 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,386,640 | 39,500 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $10,839,152 | 42,652 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $10,605,244 | 39,102 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $8,380,415 | 34,308 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,651,234 | 31,393 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $6,323,412 | 28,416 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,188,758 | 32,583 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $6,631,294 | 35,399 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,251,153 | 29,526 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||