Position in CRM
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$44,387,574
-$33,548,830 QoQ
Shares Held
283,337
-32.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 17%
Shared 4%
None 79%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$211,260
PutShares
1,000
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, 2026Corient Private Wealth LLC holds $810,438,782 across 83 Software - Application names. CRM ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,157,170 | $114,883,836 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,310,839 | $94,590,141 | |
| 3 | ROP |
Roper Technologies Inc
|
236,461 | $80,016,037 | |
| 4 | ADP |
Automatic Data Processing Inc
|
346,598 | $77,620,621 | |
| 5 | PAYX |
Paychex Inc
|
747,865 | $73,537,564 | |
| 6 | ADBE |
Adobe Inc.
|
216,574 | $44,402,000 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
283,337 | $44,387,574 | |
| 8 | INTU |
Intuit Inc.
|
120,422 | $31,430,142 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,387,574 | 283,337 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $77,936,404 | 417,509 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $116,781,070 | 440,833 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $99,171,465 | 418,445 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $123,059,540 | 451,280 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $128,198,254 | 477,710 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $162,823,055 | 487,013 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $132,573,628 | 484,358 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $126,214,245 | 490,915 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $214,181,143 | 711,140 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $184,309,570 | 700,424 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $136,234,092 | 671,832 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $123,372,670 | 583,985 | Shares | Other | 2023-08-10 | |
| 2023-06-30 | $211,260 | 1,000 | Put | Sole | 2023-08-10 | |
| 2023-03-31 | $99,420,516 | 497,650 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $55,816,411 | 420,970 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||