Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$486,862,305
-$232,987,987 QoQ
Shares Held
3,107,764
-19.4% QoQ
Ownership
0.379%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#50
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$313,320
CallShares
2,000
PutValue
$391,650
PutShares
2,500
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, 2026WELLS FARGO & COMPANY/MN holds $6,333,124,178 across 155 Software - Application names. CRM ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,193,141 | $1,610,903,924 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,100,026 | $656,657,874 | |
| 3 | NOW |
ServiceNow, Inc.
|
5,007,309 | $497,125,634 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,107,764 | $486,862,305 | |
| 5 | PAYX |
Paychex Inc
|
3,852,234 | $378,790,167 | |
| 6 | SHOP |
Shopify Inc.
|
2,866,960 | $327,349,490 | |
| 7 | DDOG |
Datadog, Inc.
|
1,205,829 | $313,949,636 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
679,647 | $255,085,109 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,320 | 2,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $486,862,305 | 3,107,764 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $391,650 | 2,500 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $89,508,265 | 479,500 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $719,850,292 | 3,856,272 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $21,722,620 | 82,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $30,464,650 | 115,000 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $1,132,754,627 | 4,275,998 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $85,320,000 | 360,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,125,549,735 | 4,749,155 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $27,255,000 | 115,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $1,472,526 | 5,400 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $5,453,800 | 20,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,092,804,628 | 4,007,498 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $900,966,635 | 3,357,306 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $429,376 | 1,600 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $9,741,468 | 36,300 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $11,266,921 | 33,700 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $1,056,276,514 | 3,159,383 | Shares | Defined | 2025-02-13 | |
| 2024-12-31 | $19,223,975 | 57,500 | Call | Defined | 2025-02-13 | |
| 2024-09-30 | $807,314,484 | 2,949,525 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $9,278,769 | 33,900 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $8,664,270 | 33,700 | Put | Defined | 2024-08-13 | |
| 2024-06-30 | $887,785,323 | 3,453,074 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,041,306,054 | 3,457,421 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $11,746,020 | 39,000 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $368,396 | 1,400 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $24,314,136 | 92,400 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $893,194,783 | 3,394,371 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,564,838 | 52,100 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $283,892 | 1,400 | Call | Defined | 2023-11-13 | |
| 2023-09-30 | $678,742,375 | 3,347,186 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $295,764 | 1,400 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $11,239,032 | 53,200 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $725,122,062 | 3,432,368 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $679,506,318 | 3,401,273 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $16,921,366 | 84,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $879,032 | 4,400 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,246,346 | 9,400 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $442,069,378 | 3,334,108 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $14,571,641 | 109,900 | Put | Defined | 2023-02-13 | |
| 2022-09-30 | $1,208,256 | 8,400 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $555,549,634 | 3,862,275 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $7,292,688 | 50,700 | Put | Defined | 2022-11-14 | |
| 2022-06-30 | $665,748,582 | 4,033,862 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $4,571,608 | 27,700 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $75,692,080 | 356,500 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $980,820,943 | 4,619,541 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,102,362,569 | 4,337,790 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,374,364,494 | 5,067,342 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||