MML INVESTORS SERVICES, LLC

Position in CRM — Salesforce, Inc.

CIK 701059 SPRINGFIELD, MA

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Position in CRM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$43,333,200

-$29,965,807 QoQ

Shares Held

232,138

-16.1% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Mar 31, 2026

MML INVESTORS SERVICES, LLC holds $362,618,995 across 46 Software - Application names. CRM ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	725,473	$52,183,272
2	CRM	Salesforce, Inc. This page	232,138	$43,333,200
3	NOW	ServiceNow, Inc.	322,179	$33,683,814
4	PAYX	Paychex Inc	348,003	$32,058,036
5	SHOP	Shopify Inc.	221,022	$26,217,629
6	INTU	Intuit Inc.	60,306	$26,075,108
7	FICO	Fair Isaac Corp	17,850	$19,055,589
8	CDNS	Cadence Design Systems Inc	64,246	$17,852,036

All Filings in CRM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$43,333,200	232,138	-16.1%	Shares	Defined	2026-05-04
2025-12-31	$73,299,007	276,694	+26.2%	Shares	Defined	2026-02-13
2025-09-30	$51,944,712	219,176	+5.5%	Shares	Defined	2025-11-14
2025-06-30	$56,645,075	207,727	+10.8%	Shares	Defined	2025-08-14
2025-03-31	$50,305,423	187,455	+9.7%	Shares	Defined	2025-05-14
2024-12-31	$57,108,913	170,816	+10.4%	Shares	Defined	2025-02-13
2024-09-30	$42,368,392	154,793	+6.3%	Shares	Defined	2024-11-15
2024-06-30	$37,424,504	145,564	+10.9%	Shares	Defined	2024-08-14
2024-03-31	$39,545,235	131,301	+7.3%	Shares	Defined	2024-05-14
2023-12-31	$32,211,230	122,411	+26.8%	Shares	Defined	2024-02-14
2023-09-30	$19,569,892	96,508	+8.6%	Shares	Defined	2023-11-14
2023-06-30	$18,766,225	88,830	+17.4%	Shares	Defined	2023-08-14
2023-03-31	$15,122,347	75,695	-8.1%	Shares	Defined	2023-05-12
2022-12-31	$10,922,233	82,376	+12.7%	Shares	Defined	2023-02-13
2022-09-30	$10,515,279	73,104	-14.5%	Shares	Defined	2022-11-14
2022-06-30	$14,118,676	85,547	-3.1%	Shares	Defined	2022-08-12
2022-03-31	$18,745,945	88,291	+0.1%	Shares	Defined	2022-05-13
2021-12-31	$22,422,906	88,234	+10.0%	Shares	Defined	2022-02-14
2021-09-30	$21,754,556	80,210	+13.5%	Shares	Defined	2021-11-15
2021-06-30	$17,259,141	70,656	-7.2%	Shares	Defined	2021-08-13
2021-03-31	$16,136,442	76,162	+4.3%	Shares	Defined	2021-05-14
2020-12-31	$16,246,025	73,006	+18.2%	Shares	Defined	2021-02-12
2020-09-30	$15,517,250	61,743	-0.2%	Shares	Defined	2020-11-13
2020-06-30	$11,583,925	61,837	+45.5%	Shares	Defined	2020-08-14
2020-03-31	$6,118,718	42,497	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.