Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,593,545
-$4,314,898 QoQ
Shares Held
35,705
-32.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#614
of 2,457 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Sep 30, 2020CallValue
$6,283
CallShares
25
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Banque Cantonale Vaudoise holds $33,299,528 across 28 Software - Application names. CRM ranks #1 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
35,705 | $5,593,545 | |
| 2 | NOW |
ServiceNow, Inc.
|
38,975 | $3,869,438 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
10,175 | $3,818,881 | |
| 4 | INTU |
Intuit Inc.
|
12,683 | $3,310,263 | |
| 5 | ADBE |
Adobe Inc.
|
15,117 | $3,099,287 | |
| 6 | DDOG |
Datadog, Inc.
|
9,788 | $2,548,403 | |
| 7 | PAYX |
Paychex Inc
|
19,710 | $1,938,084 | |
| 8 | UBER |
Uber Technologies, Inc
|
20,233 | $1,460,013 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,593,545 | 35,705 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,908,443 | 53,080 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,464,209 | 39,501 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $9,860,385 | 41,605 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,622,819 | 46,290 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $12,079,688 | 45,013 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $13,341,172 | 48,742 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,007,698 | 58,373 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,813,455 | 52,505 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $14,188,771 | 53,921 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,613,191 | 47,407 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,591,519 | 50,135 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,749,463 | 48,801 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $5,692,486 | 42,933 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,292,999 | 43,750 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $8,345,081 | 50,564 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,397,124 | 53,679 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,231,532 | 52,066 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,693,932 | 39,429 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $10,485,289 | 42,925 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $11,170,633 | 52,724 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $10,884,609 | 48,913 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $10,744,181 | 42,751 | Shares | Sole | 2020-10-30 | |
| 2020-09-30 | $6,283 | 25 | Call | Sole | 2020-10-30 | |
| 2020-06-30 | $6,821,247 | 36,413 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,244,183 | 36,423 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||