Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$26,611,853
-$11,782,606 QoQ
Shares Held
142,561
-1.6% QoQ
Ownership
0.017%
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 95.70148918708483.ToString("F0")%
Shared 0.ToString("F0")%
None 4.298510812915173.ToString("F0")%
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 Mar 31, 2026M&T Bank Corp holds $250,275,647 across 51 Software - Application names. CRM ranks #3 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
297,685 | $60,483,635 | |
| 2 | UBER |
Uber Technologies, Inc
|
443,974 | $31,935,045 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
142,561 | $26,611,853 | |
| 4 | ADBE |
Adobe Inc.
|
83,309 | $20,250,745 | |
| 5 | INTU |
Intuit Inc.
|
46,138 | $19,949,141 | |
| 6 | NOW |
ServiceNow, Inc.
|
172,010 | $17,983,639 | |
| 7 | PAYX |
Paychex Inc
|
123,979 | $11,420,941 | |
| 8 | SHOP |
Shopify Inc.
|
82,490 | $9,784,958 |
All Filings in CRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $23,615,072 | 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. | ||||||