Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,134,766
-$963,386 QoQ
Shares Held
20,010
-8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#774
of 2,414 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $88,242,918 across 36 Software - Application names. CRM ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
71,850 | $18,285,825 | |
| 2 | UBER |
Uber Technologies, Inc
|
164,057 | $11,838,353 | |
| 3 | NOW |
ServiceNow, Inc.
|
93,420 | $9,274,736 | |
| 4 | ADBE |
Adobe Inc.
|
42,791 | $8,773,010 | |
| 5 | ADP |
Automatic Data Processing Inc
|
24,539 | $5,495,508 | |
| 6 | SHOP |
Shopify Inc.
|
47,444 | $5,417,155 | |
| 7 | DDOG |
Datadog, Inc.
|
18,014 | $4,690,125 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
20,010 | $3,134,766 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,134,766 | 20,010 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,098,152 | 21,954 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $6,726,859 | 25,393 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $13,692,675 | 57,775 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $23,352,898 | 85,639 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,611,744 | 84,259 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $28,038,250 | 83,864 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $22,361,011 | 81,696 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $20,825,614 | 81,002 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $6,616,923 | 21,970 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $1,187,550 | 4,513 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $606,109 | 2,989 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $537,445 | 2,544 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $884,226 | 4,426 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $493,499 | 3,722 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $681,370 | 4,737 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $925,709 | 5,609 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $706,813 | 3,329 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $677,764 | 2,667 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $810,676 | 2,989 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $580,141 | 2,375 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $545,565 | 2,575 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $482,222 | 2,167 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $278,713 | 1,109 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $477,878 | 2,551 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $427,764 | 2,971 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||