Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$68,182,337
-$33,844,038 QoQ
Shares Held
365,256
-5.2% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87.86056902556015.ToString("F0")%
Shared 0.03285366975491162.ToString("F0")%
None 12.106577304684933.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2023CallValue
$4,473
CallShares
17
PutValue
$0
PutShares
0
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 Mar 31, 2026US BANCORP \DE\ holds $653,996,585 across 109 Software - Application names. CRM ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,524,154 | $109,632,395 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,014,105 | $106,024,676 | |
| 3 | ADP |
Automatic Data Processing Inc
|
499,670 | $101,522,949 | |
| 4 | INTU |
Intuit Inc.
|
231,041 | $99,897,506 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
365,256 | $68,182,337 | |
| 6 | ADBE |
Adobe Inc.
|
146,582 | $35,631,151 | |
| 7 | SAP |
Sap SE
|
97,947 | $16,769,504 | |
| 8 | WDAY |
Workday, Inc.
|
124,498 | $16,174,778 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,182,337 | 365,256 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $102,026,375 | 385,136 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $93,345,768 | 393,864 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $112,543,796 | 412,717 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $113,700,104 | 423,685 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $160,235,005 | 479,272 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $129,104,899 | 471,685 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $129,845,011 | 505,037 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $149,477,740 | 496,307 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $128,053,131 | 486,635 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $4,473 | 17 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $90,103,264 | 444,340 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $92,047,036 | 435,705 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $85,246,723 | 426,703 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $57,254,481 | 431,816 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $68,647,495 | 477,249 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $81,503,022 | 493,838 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $111,557,386 | 525,421 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $135,323,715 | 532,498 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $139,200,409 | 513,238 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $114,015,708 | 466,761 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $95,127,086 | 448,988 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $86,851,900 | 390,293 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $86,739,829 | 345,137 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $62,317,758 | 332,663 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $41,324,706 | 287,017 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||