Position in CRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$9,332,006
-$3,817,331 QoQ
Shares Held
49,992
+0.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026OPPENHEIMER & CO INC holds $103,449,759 across 35 Software - Application names. CRM ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
222,959 | $16,037,440 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
218,518 | $13,867,152 | |
| 3 | ADP |
Automatic Data Processing Inc
|
47,956 | $9,743,700 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
49,992 | $9,332,006 | |
| 5 | INTU |
Intuit Inc.
|
17,287 | $7,474,553 | |
| 6 | ADBE |
Adobe Inc.
|
28,227 | $6,861,419 | |
| 7 | NOW |
ServiceNow, Inc.
|
64,427 | $6,735,842 | |
| 8 | SHOP |
Shopify Inc.
|
54,476 | $6,461,943 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,332,006 | 49,992 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,149,337 | 49,637 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $12,391,308 | 52,284 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $15,954,546 | 58,508 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,259,845 | 53,137 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $16,776,345 | 50,179 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,860,401 | 43,332 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,751,150 | 41,817 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $13,095,607 | 43,481 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $10,577,175 | 40,196 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,503,265 | 37,002 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,105,730 | 33,635 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,593,637 | 38,010 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,065,594 | 45,747 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $7,834,245 | 54,465 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,553,363 | 51,826 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,476,957 | 54,055 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,807,645 | 54,333 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $15,854,165 | 58,455 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,458,871 | 63,286 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $11,368,308 | 53,657 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $11,873,533 | 53,357 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,282,015 | 60,807 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $10,170,145 | 54,290 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $13,215,348 | 91,786 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||