Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,081,301
-$16,101,036 QoQ
Shares Held
332,448
-9.0% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#189
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2023CallValue
$17
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 Jun 30, 2026US BANCORP \DE\ holds $566,612,691 across 107 Software - Application names. CRM ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,720,672 | $124,163,690 | |
| 2 | ADP |
Automatic Data Processing Inc
|
463,169 | $103,726,695 | |
| 3 | NOW |
ServiceNow, Inc.
|
977,831 | $97,079,060 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
332,448 | $52,081,301 | |
| 5 | INTU |
Intuit Inc.
|
179,244 | $46,782,684 | |
| 6 | WDAY |
Workday, Inc.
|
128,573 | $15,739,904 | |
| 7 | SAP |
Sap SE
|
88,375 | $13,619,469 | |
| 8 | PAYX |
Paychex Inc
|
132,952 | $13,073,167 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,081,301 | 332,448 | Shares | Defined | 2026-08-12 | |
| 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 | $17 | 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. | ||||||