Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$21,466,331
-$5,145,522 QoQ
Shares Held
137,025
-3.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#313
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2023CallValue
$1,997
CallShares
10
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, 2026M&T Bank Corp holds $239,738,342 across 50 Software - Application names. CRM ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
294,726 | $66,003,883 | |
| 2 | UBER |
Uber Technologies, Inc
|
455,602 | $32,876,233 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
137,025 | $21,466,331 | |
| 4 | NOW |
ServiceNow, Inc.
|
168,435 | $16,722,222 | |
| 5 | ADBE |
Adobe Inc.
|
80,568 | $16,518,044 | |
| 6 | PAYX |
Paychex Inc
|
129,125 | $12,696,857 | |
| 7 | INTU |
Intuit Inc.
|
35,168 | $9,178,848 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
21,844 | $8,198,484 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,466,331 | 137,025 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $26,611,853 | 142,561 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $38,394,459 | 144,934 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $34,621,671 | 146,083 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $43,544,220 | 159,684 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $47,188,414 | 175,840 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $64,342,468 | 192,452 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $52,911,964 | 193,314 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $47,108,424 | 183,230 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $42,542,267 | 141,252 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $44,858,520 | 170,474 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $26,196,535 | 129,187 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $27,584,844 | 130,573 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,997 | 10 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $27,096,952 | 135,634 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $17,340,642 | 130,784 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,438 | 10 | Call | Defined | 2022-11-17 | |
| 2022-09-30 | $19,636,597 | 136,517 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $1,650 | 10 | Call | Defined | 2022-08-05 | |
| 2022-06-30 | $22,300,044 | 143,087 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $2,123 | 10 | Call | Defined | 2022-05-09 | |
| 2022-03-31 | $24,100,653 | 113,511 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $36,425,210 | 143,333 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $38,722,615 | 142,772 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $34,015,323 | 139,253 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,459,300 | 148,484 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $30,543,793 | 137,257 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,341,610 | 128,687 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $23,713,538 | 126,587 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $18,517,409 | 128,611 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||