Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$29,668,581
+$2,100,224 QoQ
Shares Held
189,382
+28.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#270
of 2,451 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Vident Advisory, LLC holds $358,069,637 across 75 Software - Application names. CRM ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
139,399 | $36,383,139 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
189,382 | $29,668,581 | |
| 3 | SAP |
Sap SE
|
182,310 | $28,095,792 | |
| 4 | UBER |
Uber Technologies, Inc
|
340,112 | $24,542,479 | |
| 5 | ADBE |
Adobe Inc.
|
99,298 | $20,358,074 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
53,351 | $20,023,695 | |
| 7 | SNOW |
Snowflake Inc.
|
77,684 | $19,770,577 | |
| 8 | BTDR |
Bitdeer Technologies Group
|
1,229,907 | $19,518,622 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,668,581 | 189,382 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,568,357 | 147,685 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,380,970 | 118,459 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,712,087 | 100,051 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,306,395 | 184,482 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $45,111,046 | 168,099 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $40,931,017 | 122,427 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31,994,508 | 116,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,242,909 | 125,410 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $21,470,217 | 71,287 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,708,625 | 17,894 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,405,173 | 11,861 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||