AlTi Global, Inc.

Position in CRM — Salesforce, Inc.

CIK 1838615 NEW YORK, NY

Position in CRM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$3,515,369

-$1,527,722 QoQ

Shares Held

18,832

-1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Technology · as of Mar 31, 2026

AlTi Global, Inc. holds $44,907,549 across 11 Software - Application names. CRM ranks #4 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	391,973	$28,194,617
2	ADBE	Adobe Inc.	21,621	$5,255,632
3	SNOW	Snowflake Inc.	26,451	$3,989,339
4	CRM	Salesforce, Inc. This page	18,832	$3,515,369
5	ADP	Automatic Data Processing Inc	8,650	$1,757,506
6	NOW	ServiceNow, Inc.	5,960	$623,117
7	TYL	Tyler Technologies Inc	1,692	$579,306
8	FICO	Fair Isaac Corp	530	$565,795

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,515,369	18,832	-1.1%	Shares	Defined	2026-05-07
2025-12-31	$5,043,091	19,037	+1.3%	Shares	Defined	2026-02-13
2025-09-30	$4,454,178	18,794	+5.2%	Shares	Defined	2025-11-06
2025-06-30	$4,870,788	17,862	+8.5%	Shares	Defined	2025-07-31
2025-03-31	$4,418,815	16,466	-10.9%	Shares	Defined	2025-05-15
2024-12-31	$6,175,743	18,472	-6.2%	Shares	Defined	2025-02-14
2024-09-30	$5,390,170	19,693	+22.1%	Shares	Defined	2024-11-14
2024-06-30	$4,146,251	16,127	+27.4%	Shares	Defined	2024-08-14
2024-03-31	$3,813,540	12,662	+36.1%	Shares	Defined	2024-05-15
2023-12-31	$2,448,780	9,306	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.