Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$68,936,663
-$107,422,616 QoQ
Shares Held
440,040
-53.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#160
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $1,070,904,584 across 116 Software - Application names. CRM ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
3,702,855 | $267,198,013 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
414,546 | $155,587,402 | |
| 3 | SNOW |
Snowflake Inc.
|
459,408 | $116,919,336 | |
| 4 | NOW |
ServiceNow, Inc.
|
888,877 | $88,247,706 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
440,040 | $68,936,663 | |
| 6 | SHOP |
Shopify Inc.
|
471,205 | $53,802,185 | |
| 7 | ADP |
Automatic Data Processing Inc
|
236,743 | $53,018,591 | |
| 8 | ADBE |
Adobe Inc.
|
234,363 | $48,049,100 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,936,663 | 440,040 | Shares | Defined | 2026-08-13 | |
| 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 | 2025-08-08 | |
| 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 | $86,052,644 | 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. | ||||||