Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,859,590
-$4,424,885 QoQ
Shares Held
133,174
+20.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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)
Position in Software - Application
Technology · as of Mar 31, 2026Harvest Portfolios Group Inc. holds $445,056,248 across 8 Software - Application names. CRM ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
2,679,768 | $334,435,046 | |
| 2 | SHOP |
Shopify Inc.
|
262,451 | $31,131,937 | |
| 3 | NOW |
ServiceNow, Inc.
|
243,809 | $25,490,230 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
133,174 | $24,859,590 | |
| 5 | INTU |
Intuit Inc.
|
56,624 | $24,483,085 | |
| 6 | UBER |
Uber Technologies, Inc
|
43,707 | $3,143,844 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
139,982 | $1,210,844 | |
| 8 | SAP |
Sap SE
|
1,762 | $301,672 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,859,590 | 133,174 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $29,284,475 | 110,545 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,193,197 | 102,081 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $23,271,637 | 85,341 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $18,416,473 | 68,626 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,951,382 | 74,631 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,387,013 | 89,098 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $20,167,438 | 78,442 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $22,692,708 | 75,346 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $23,039,748 | 87,557 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,082,703 | 89,174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,729,995 | 83,925 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $18,714,791 | 93,677 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $10,600,305 | 79,948 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||