Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,834,457
-$159,241,594 QoQ
Shares Held
3,254,401
-9.2% QoQ
Ownership
0.397%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#47
of 2,451 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$1,879,920
CallShares
12,000
PutValue
$438,648
PutShares
2,800
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, 2026RAYMOND JAMES FINANCIAL INC holds $3,697,177,643 across 100 Software - Application names. CRM ranks #1 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,254,401 | $509,834,457 | |
| 2 | DDOG |
Datadog, Inc.
|
1,268,967 | $330,388,245 | |
| 3 | UBER |
Uber Technologies, Inc
|
4,404,203 | $317,807,285 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,390,946 | $311,502,355 | |
| 5 | SHOP |
Shopify Inc.
|
2,144,798 | $244,893,034 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
640,925 | $240,551,969 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,038,412 | $202,373,542 | |
| 8 | SNOW |
Snowflake Inc.
|
741,000 | $188,584,497 |
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879,920 | 12,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $438,648 | 2,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $509,834,457 | 3,254,401 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $597,344 | 3,200 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $669,076,051 | 3,584,272 | Shares | Defined | 2026-05-14 | |
| 2026-03-31 | $1,586,695 | 8,500 | Call | Defined | 2026-05-14 | |
| 2025-12-31 | $988,332,583 | 3,730,824 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $922,297,824 | 3,891,552 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,025,696,710 | 3,761,402 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,004,356,083 | 3,742,570 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||