Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$598,528,770
-$145,193,255 QoQ
Shares Held
3,820,559
-4.1% QoQ
Ownership
0.464%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#39
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 8%
None 10%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,598,280,577 across 116 Software - Application names. CRM ranks #1 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,820,559 | $598,528,770 | |
| 2 | UBER |
Uber Technologies, Inc
|
7,868,039 | $567,757,692 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,402,866 | $538,121,838 | |
| 4 | ADBE |
Adobe Inc.
|
1,635,336 | $335,276,584 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,470,330 | $285,861,555 | |
| 6 | PAYX |
Paychex Inc
|
2,706,479 | $266,128,078 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
602,033 | $225,955,023 | |
| 8 | ZM |
Zoom Communications, Inc.
|
2,485,675 | $214,538,608 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,528,770 | 3,820,559 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $743,722,025 | 3,984,154 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,069,591,606 | 4,037,566 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,004,677,128 | 4,239,144 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,113,698,680 | 4,084,120 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,122,394,765 | 4,182,422 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,293,846,399 | 3,869,968 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,101,993,408 | 4,026,135 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $897,943,086 | 3,492,583 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $857,295,615 | 2,846,456 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $678,103,620 | 2,576,969 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $587,431,960 | 2,896,893 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $587,514,480 | 2,781,002 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $542,469,423 | 2,715,334 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $351,464,663 | 2,650,763 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $300,913,709 | 2,092,003 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $310,199,114 | 1,879,539 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $394,084,816 | 1,856,089 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $397,950,045 | 1,565,931 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $405,530,584 | 1,495,209 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $355,682,279 | 1,456,103 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $303,169,020 | 1,430,920 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $311,122,308 | 1,398,114 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $336,635,851 | 1,339,471 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $249,047,929 | 1,329,461 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $179,957,434 | 1,249,878 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||