PARTNERS CAPITAL INVESTMENT GROUP, LLP

Position in CRM — Salesforce, Inc.

CIK 1694870 Boston, MA

Position in CRM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,825,623

-$1,653,210 QoQ

Shares Held

15,137

-10.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

PARTNERS CAPITAL INVESTMENT GROUP, LLP holds $6,617,922 across 5 Software - Application names. CRM ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	15,137	$2,825,623
2	TYL	Tyler Technologies Inc	7,522	$2,575,382
3	NOW	ServiceNow, Inc.	7,345	$767,919
4	GWRE	Guidewire Software, Inc.	1,529	$228,677
5	UBER	Uber Technologies, Inc	3,063	$220,321

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,825,623	15,137	-10.5%	Shares	Sole	2026-05-12
2025-12-31	$4,478,833	16,907	+29.3%	Shares	Sole	2026-02-13
2025-09-30	$3,098,775	13,075	0.0%	Shares	Sole	2025-10-31
2025-06-30	$3,565,421	13,075	-56.7%	Shares	Sole	2025-08-14
2025-03-31	$8,111,449	30,226	+89.1%	Shares	Sole	2025-05-14
2024-12-31	$5,344,265	15,985	-53.2%	Shares	Sole	2025-01-31
2024-09-30	$9,344,185	34,139	-5.4%	Shares	Sole	2024-11-05
2024-06-30	$9,277,967	36,087	+74.7%	Shares	Sole	2024-08-13
2024-03-31	$6,219,969	20,652	-53.3%	Shares	Sole	2024-05-14
2023-12-31	$11,640,261	44,236	-18.5%	Shares	Sole	2024-02-12
2023-09-30	$11,010,954	54,300	-2.9%	Shares	Sole	2023-11-14
2023-06-30	$11,819,785	55,949	+595.9%	Shares	Sole	2023-08-14
2023-03-31	$1,606,231	8,040	-6.0%	Shares	Sole	2023-05-15
2022-12-31	$1,134,572	8,557	-4.6%	Shares	Sole	2023-02-14
2022-09-30	$1,290,100	8,969	-91.8%	Shares	Sole	2022-11-14
2021-06-30	$26,816,937	109,784	+8.1%	Shares	Sole	2021-08-16
2021-03-31	$21,509,254	101,521	+5.3%	Shares	Sole	2021-08-16
2020-12-31	$21,454,562	96,412	-8.5%	Shares	Sole	2021-05-17
2020-09-30	$26,487,117	105,392	+16.9%	Shares	Sole	2020-11-13
2020-06-30	$16,884,989	90,135	+40.2%	Shares	Sole	2020-08-12
2020-03-31	$9,258,201	64,302	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.