Position in CRM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$9,908,443
-$555,766 QoQ
Shares Held
53,080
+34.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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 Mar 31, 2026Banque Cantonale Vaudoise holds $51,853,999 across 31 Software - Application names. CRM ranks #1 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
53,080 | $9,908,443 | |
| 2 | UBER |
Uber Technologies, Inc
|
86,765 | $6,241,006 | |
| 3 | NOW |
ServiceNow, Inc.
|
50,873 | $5,318,772 | |
| 4 | ADBE |
Adobe Inc.
|
21,470 | $5,218,927 | |
| 5 | INTU |
Intuit Inc.
|
10,633 | $4,597,496 | |
| 6 | ADP |
Automatic Data Processing Inc
|
20,286 | $4,121,709 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,570 | $3,214,955 | |
| 8 | ADSK |
Autodesk, Inc.
|
7,504 | $1,796,457 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||