Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$107,647,361
-$38,244,138 QoQ
Shares Held
576,672
+4.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.800496642805616.ToString("F0")%
Shared 0.ToString("F0")%
None 91.19950335719439.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IEQ CAPITAL, LLC holds $881,405,929 across 74 Software - Application names. CRM ranks #2 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,167,780 | $176,124,579 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
576,672 | $107,647,361 | |
| 3 | UPBD |
Upbound Group, Inc.
|
3,903,686 | $70,461,532 | |
| 4 | NOW |
ServiceNow, Inc.
|
495,857 | $51,841,849 | |
| 5 | DDOG |
Datadog, Inc.
|
377,044 | $44,510,043 | |
| 6 | CHYM |
Chime Financial, Inc.
|
2,316,614 | $43,390,180 | |
| 7 | UBER |
Uber Technologies, Inc
|
539,419 | $38,800,407 | |
| 8 | ZM |
Zoom Communications, Inc.
|
430,926 | $34,642,141 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,647,361 | 576,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $145,891,499 | 550,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,682,188 | 534,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $99,248,524 | 363,961 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $98,451,085 | 366,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $107,272,788 | 320,859 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $103,497,687 | 378,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,436,014 | 378,981 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $123,008,537 | 408,422 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $106,339,609 | 404,118 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $81,189,461 | 400,382 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $82,746,105 | 391,679 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $90,795,613 | 454,478 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $66,279,751 | 499,885 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $66,681,634 | 463,582 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $92,431,146 | 560,053 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $118,554,603 | 558,377 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $138,787,508 | 546,128 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $113,764,585 | 419,455 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,999,654 | 135,095 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $24,742,178 | 116,780 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $22,236,755 | 99,927 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $25,940,747 | 103,218 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $19,005,377 | 101,454 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $11,581,606 | 80,439 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||