Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$272,654,667
-$221,148,710 QoQ
Shares Held
1,740,423
-34.2% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#69
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $692,804,034 across 15 Software - Application names. CRM ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,740,423 | $272,654,667 | |
| 2 | UBER |
Uber Technologies, Inc
|
3,443,141 | $248,457,054 | |
| 3 | WDAY |
Workday, Inc.
|
639,339 | $78,267,880 | |
| 4 | BL |
Blackline, Inc.
|
2,403,510 | $67,466,525 | |
| 5 | ADP |
Automatic Data Processing Inc
|
43,280 | $9,692,556 | |
| 6 | NATL |
NCR Atleos Corp
|
201,195 | $8,733,874 | |
| 7 | LYFT |
Lyft, Inc.
|
200,000 | $2,922,000 | |
| 8 | BLND |
Blend Labs, Inc.
|
659,768 | $1,128,203 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,654,667 | 1,740,423 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $493,803,377 | 2,645,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $706,625,702 | 2,667,418 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $528,543,417 | 2,230,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $511,968,930 | 1,877,476 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $413,546,517 | 1,541,014 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $521,082,057 | 1,558,586 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $422,248,858 | 1,542,687 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $173,617,573 | 675,292 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,906,003 | 12,969 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,374,507 | 12,824 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,544,280 | 12,547 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,756,097 | 13,046 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,651,879 | 13,274 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $370,986 | 2,798 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $307,817 | 2,140 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $336,681 | 2,040 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $437,379 | 2,060 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,198,985 | 4,718 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,489,269 | 5,491 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,222,815 | 5,006 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,075,452 | 5,076 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,559,045 | 7,006 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $441,317 | 1,756 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $245,589 | 1,311 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $211,938 | 1,472 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||