Position in CRM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$41,656,343
-$25,204,821 QoQ
Shares Held
223,155
-11.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $378,757,976 across 60 Software - Application names. CRM ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
641,189 | $46,120,724 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
223,155 | $41,656,343 | |
| 3 | SHOP |
Shopify Inc.
|
328,846 | $39,007,712 | |
| 4 | NOW |
ServiceNow, Inc.
|
342,092 | $35,765,718 | |
| 5 | ADP |
Automatic Data Processing Inc
|
162,172 | $32,950,106 | |
| 6 | MSTR |
Strategy Inc
|
221,378 | $27,627,974 | |
| 7 | ADBE |
Adobe Inc.
|
105,106 | $25,549,166 | |
| 8 | PAYX |
Paychex Inc
|
246,975 | $22,751,337 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,656,343 | 223,155 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $66,861,164 | 252,392 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $70,976,760 | 299,480 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $89,006,834 | 326,403 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $89,639,754 | 334,028 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $107,258,078 | 320,815 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $87,011,861 | 317,898 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $82,359,671 | 320,341 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $93,397,725 | 310,106 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $77,457,627 | 294,359 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $55,281,478 | 272,618 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $56,226,426 | 266,148 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $53,429,962 | 267,444 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,996,069 | 263,942 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,833,370 | 304,737 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,752,531 | 283,280 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $69,030,540 | 325,125 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $71,868,472 | 282,802 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $70,266,592 | 259,076 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $58,129,420 | 237,972 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $49,434,779 | 233,326 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $46,948,266 | 210,975 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,635,942 | 181,585 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $33,952,625 | 181,245 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $23,144,353 | 160,747 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||