Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,068,872
-$420,452 QoQ
Shares Held
5,726
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Perennial Investment Advisors, LLC holds $6,735,347 across 13 Software - Application names. CRM ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
11,611 | $1,377,296 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,726 | $1,068,872 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,347 | $672,329 | |
| 4 | MSTR |
Strategy Inc
|
5,381 | $671,548 | |
| 5 | ADBE |
Adobe Inc.
|
2,482 | $603,324 | |
| 6 | MITK |
Mitek Systems Inc
|
39,320 | $530,820 | |
| 7 | PAYX |
Paychex Inc
|
3,779 | $348,121 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,284 | $307,389 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,872 | 5,726 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,489,324 | 5,622 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,354,692 | 5,716 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,670,771 | 6,127 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,573,394 | 5,863 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,380,448 | 4,129 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $998,220 | 3,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $966,953 | 3,761 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,097,499 | 3,644 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $909,411 | 3,456 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $758,802 | 3,742 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $872,081 | 4,128 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $850,463 | 4,257 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $386,234 | 2,913 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $425,191 | 2,956 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $778,988 | 4,720 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,095,146 | 5,158 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,327,829 | 5,225 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,357,456 | 5,005 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,120,955 | 4,589 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $949,813 | 4,483 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $934,403 | 4,199 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,012,819 | 4,030 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $415,685 | 2,219 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $316,324 | 2,197 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||