Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,030,027
-$1,419,666 QoQ
Shares Held
16,232
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Smartleaf Asset Management LLC holds $20,203,039 across 100 Software - Application names. CRM ranks #1 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
16,232 | $3,030,027 | |
| 2 | NOW |
ServiceNow, Inc.
|
21,228 | $2,219,387 | |
| 3 | INTU |
Intuit Inc.
|
4,366 | $1,887,771 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,413 | $1,756,027 | |
| 5 | SAP |
Sap SE
|
8,553 | $1,464,359 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
5,163 | $1,434,642 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,690 | $1,359,274 | |
| 8 | ADBE |
Adobe Inc.
|
4,891 | $1,188,904 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,030,027 | 16,232 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,449,693 | 16,797 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,262,165 | 9,545 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,090,986 | 7,668 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,441,539 | 9,098 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,924,050 | 8,746 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,914,054 | 6,993 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,349,775 | 5,250 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $1,317,361 | 4,374 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $803,892 | 3,055 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||