Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,249,354
-$4,661,951 QoQ
Shares Held
22,764
-32.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 24.578281497100683.ToString("F0")%
Shared 75.42171850289931.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $93,547,395 across 30 Software - Application names. CRM ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
142,909 | $16,951,863 | |
| 2 | SAP |
Sap SE
|
53,278 | $9,121,725 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,941 | $7,979,984 | |
| 4 | NOW |
ServiceNow, Inc.
|
64,350 | $6,727,791 | |
| 5 | INTU |
Intuit Inc.
|
15,539 | $6,718,751 | |
| 6 | ADP |
Automatic Data Processing Inc
|
24,784 | $5,035,612 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
22,764 | $4,249,354 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
64,385 | $4,085,871 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,249,354 | 22,764 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,911,305 | 33,639 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $2,719,338 | 11,474 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $2,806,524 | 10,292 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,293,578 | 23,452 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $3,579,336 | 10,706 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $2,926,507 | 10,692 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,039,812 | 15,713 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,693,287 | 15,583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,119,066 | 8,053 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,997,383 | 9,850 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,549,481 | 31,002 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,430,119 | 32,186 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,096,500 | 30,896 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $5,624,287 | 39,101 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,531,787 | 39,577 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,603,152 | 31,100 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,838,382 | 22,974 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,758,814 | 21,233 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,835,080 | 19,794 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,556,661 | 16,787 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,459,228 | 15,545 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,655,198 | 14,544 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $2,256,951 | 12,048 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,304,602 | 9,061 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||