Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,568,357
-$3,812,613 QoQ
Shares Held
147,685
+24.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 49.075396959745405.ToString("F0")%
Shared 0.ToString("F0")%
None 50.9246030402546.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Vident Advisory, LLC holds $354,996,226 across 72 Software - Application names. CRM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
116,169 | $50,229,150 | |
| 2 | DDOG |
Datadog, Inc.
|
252,841 | $29,847,877 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
147,685 | $27,568,357 | |
| 4 | ADSK |
Autodesk, Inc.
|
101,447 | $24,286,410 | |
| 5 | UBER |
Uber Technologies, Inc
|
334,637 | $24,070,437 | |
| 6 | ADBE |
Adobe Inc.
|
94,245 | $22,909,071 | |
| 7 | NOW |
ServiceNow, Inc.
|
203,452 | $21,270,903 | |
| 8 | SAP |
Sap SE
|
118,425 | $20,275,542 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||