Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$176,359,279
-$53,646,442 QoQ
Shares Held
944,765
+8.8% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.82150587712287.ToString("F0")%
Shared 0.ToString("F0")%
None 21.17849412287712.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Rockefeller Capital Management L.P. holds $1,055,418,067 across 117 Software - Application names. CRM ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,577,295 | $257,314,826 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
944,765 | $176,359,279 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
410,904 | $114,177,892 | |
| 4 | SHOP |
Shopify Inc.
|
574,415 | $68,137,103 | |
| 5 | SNOW |
Snowflake Inc.
|
422,861 | $63,775,893 | |
| 6 | ADP |
Automatic Data Processing Inc
|
251,242 | $51,047,347 | |
| 7 | NOW |
ServiceNow, Inc.
|
468,857 | $49,018,996 | |
| 8 | INTU |
Intuit Inc.
|
73,639 | $31,840,027 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,359,279 | 944,765 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $230,005,721 | 868,241 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,301,522,946 | 5,491,658 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $187,606,899 | 687,986 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,511,716,963 | 5,633,168 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $180,343,284 | 539,417 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $156,164,692 | 570,548 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $146,639,041 | 570,358 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $153,777,988 | 510,585 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $133,284,882 | 506,517 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $103,062,324 | 508,247 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $98,089,918 | 464,309 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $86,060,428 | 430,776 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $57,078,137 | 430,486 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $65,248,842 | 453,621 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $60,676,459 | 367,647 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,501,943 | 336,765 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $77,525,658 | 305,063 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,459,110 | 274,534 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $58,893,251 | 241,099 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $41,106,168 | 194,016 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $34,424,054 | 154,694 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $33,323,271 | 132,593 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,544,912 | 131,025 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $18,001,962 | 125,031 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||