Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,914,085,975
-$274,580,570 QoQ
Shares Held
12,218,090
+4.2% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#9
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Sep 30, 2025CallValue
$154,405,500
CallShares
651,500
PutValue
$62,259,900
PutShares
262,700
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, 2026BANK OF AMERICA CORP /DE/ holds $14,106,334,533 across 141 Software - Application names. CRM ranks #1 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,914,085,975 | 12,218,090 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,188,666,545 | 11,724,790 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $2,427,335,092 | 9,162,867 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,123,439,657 | 8,959,661 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $154,405,500 | 651,500 | Call | Defined | 2026-02-03 | |
| 2025-09-30 | $62,259,900 | 262,700 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $2,669,598,283 | 9,789,865 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $178,311,991 | 653,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $185,620,083 | 680,700 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $281,590,148 | 1,049,300 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $185,436,760 | 691,000 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $2,800,898,273 | 10,437,093 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,088,356,320 | 9,237,449 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $258,437,090 | 773,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $236,471,609 | 707,300 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $214,451,785 | 783,500 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,708,249,866 | 9,894,596 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $161,789,981 | 591,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $156,959,550 | 610,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $2,584,226,506 | 10,051,445 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $281,395,950 | 1,094,500 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $139,807,756 | 464,200 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $3,126,722,453 | 10,381,574 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $146,915,604 | 487,800 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $181,750,798 | 690,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $2,333,456,574 | 8,867,738 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $109,571,496 | 416,400 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $94,961,874 | 468,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $69,330,482 | 341,900 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $1,799,753,608 | 8,875,400 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $72,905,826 | 345,100 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $62,469,582 | 295,700 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $1,861,569,245 | 8,811,745 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,920,671,732 | 9,613,934 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $22,055,712 | 110,400 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $47,028,212 | 235,400 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,258,787,577 | 9,493,835 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $198,328,122 | 1,495,800 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $80,071,101 | 603,900 | Put | Defined | 2023-02-10 | |
| 2022-09-30 | $97,092,000 | 675,000 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $1,568,285,646 | 10,902,987 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $56,946,256 | 395,900 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $42,332,760 | 256,500 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $9,209,232 | 55,800 | Call | Defined | 2022-08-12 | |
| 2022-06-30 | $1,845,375,611 | 11,181,384 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,123,744 | 104,200 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $2,572,084,605 | 12,114,189 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $141,850,992 | 668,100 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $3,020,093,877 | 11,884,051 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $78,500,757 | 308,900 | Put | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||