Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,222,535
-$5,235,456 QoQ
Shares Held
39,720
-35.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#572
of 2,451 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MMBG INVESTMENT ADVISORS CO. holds $28,075,897 across 7 Software - Application names. CRM ranks #3 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
139,147 | $10,040,847 | |
| 2 | SHOP |
Shopify Inc.
|
66,915 | $7,640,354 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
39,720 | $6,222,535 | |
| 4 | NOW |
ServiceNow, Inc.
|
22,670 | $2,250,677 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
2,740 | $1,028,376 | |
| 6 | SNOW |
Snowflake Inc.
|
2,080 | $529,360 | |
| 7 | GRAB |
Grab Holdings Ltd
|
96,485 | $363,748 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,222,535 | 39,720 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,457,991 | 61,381 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,528,105 | 73,716 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,871,599 | 79,627 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,065,075 | 73,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,595,647 | 73,020 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $24,345,910 | 72,820 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,286,974 | 77,772 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,592,048 | 76,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,902,329 | 76,042 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,140,472 | 76,539 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,869,065 | 83,189 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,606,197 | 83,339 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $18,785,113 | 94,029 | Shares | Sole | 2023-05-11 | |
| 2022-09-30 | $14,018,071 | 97,456 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,643,481 | 94,786 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $20,055,685 | 78,919 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||