Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$607,182,982
+$158,518,466 QoQ
Shares Held
3,875,801
+61.3% QoQ
Ownership
0.473%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#37
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$47,389,650
CallShares
302,500
PutValue
$98,648,802
PutShares
629,700
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, 2026CITIGROUP INC holds $4,375,827,768 across 152 Software - Application names. CRM ranks #1 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,875,801 | $607,182,982 | |
| 2 | WDAY |
Workday, Inc.
|
3,062,575 | $374,920,429 | |
| 3 | UBER |
Uber Technologies, Inc
|
4,503,851 | $324,997,886 | |
| 4 | DDOG |
Datadog, Inc.
|
1,137,436 | $296,142,835 | |
| 5 | INTU |
Intuit Inc.
|
1,004,183 | $262,091,763 | |
| 6 | ADBE |
Adobe Inc.
|
1,222,516 | $250,640,228 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,470,429 | $245,264,190 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
649,117 | $243,626,592 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $607,182,982 | 3,875,801 | Shares | Defined | 2026-08-03 | |
| 2026-06-30 | $47,389,650 | 302,500 | Call | Defined | 2026-08-03 | |
| 2026-06-30 | $98,648,802 | 629,700 | Put | Defined | 2026-08-03 | |
| 2026-03-31 | $448,664,516 | 2,403,517 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $33,040,590 | 177,000 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $124,191,551 | 665,300 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $84,241,380 | 318,000 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $51,445,522 | 194,200 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $421,603,731 | 1,591,498 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $44,508,600 | 187,800 | Call | Defined | 2025-11-10 | |
| 2025-09-30 | $391,027,722 | 1,649,906 | Shares | Defined | 2025-11-10 | |
| 2025-09-30 | $57,164,400 | 241,200 | Put | Defined | 2025-11-10 | |
| 2025-06-30 | $90,642,156 | 332,400 | Put | Defined | 2025-08-11 | |
| 2025-06-30 | $548,385,857 | 2,011,023 | Shares | Defined | 2025-08-11 | |
| 2025-06-30 | $38,040,255 | 139,500 | Call | Defined | 2025-08-11 | |
| 2025-03-31 | $61,508,112 | 229,200 | Put | Defined | 2025-05-12 | |
| 2025-03-31 | $62,527,880 | 233,000 | Call | Defined | 2025-05-12 | |
| 2025-03-31 | $515,685,671 | 1,921,619 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $120,626,264 | 360,800 | Call | Defined | 2025-02-12 | |
| 2024-12-31 | $472,027,149 | 1,411,860 | Shares | Defined | 2025-02-12 | |
| 2024-12-31 | $136,740,970 | 409,000 | Put | Defined | 2025-02-12 | |
| 2024-09-30 | $78,883,222 | 288,200 | Put | Defined | 2024-11-12 | |
| 2024-09-30 | $71,493,052 | 261,200 | Call | Defined | 2024-11-12 | |
| 2024-09-30 | $286,331,313 | 1,046,112 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $333,747,421 | 1,298,123 | Shares | Defined | 2024-08-12 | |
| 2024-06-30 | $126,955,980 | 493,800 | Call | Defined | 2024-08-12 | |
| 2024-06-30 | $86,694,120 | 337,200 | Put | Defined | 2024-08-12 | |
| 2024-03-31 | $362,098,470 | 1,202,266 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $109,780,110 | 364,500 | Call | Defined | 2024-05-10 | |
| 2024-03-31 | $191,399,890 | 635,500 | Put | Defined | 2024-05-10 | |
| 2023-12-31 | $353,870,143 | 1,344,798 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $154,410,552 | 586,800 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $170,751,546 | 648,900 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $114,408,476 | 564,200 | Put | Defined | 2023-12-06 | |
| 2023-09-30 | $263,359,101 | 1,298,743 | Shares | Defined | 2023-12-06 | |
| 2023-09-30 | $94,982,152 | 468,400 | Call | Defined | 2023-12-06 | |
| 2023-06-30 | $76,962,018 | 364,300 | Call | Defined | 2023-08-10 | |
| 2023-06-30 | $190,051,606 | 899,610 | Shares | Defined | 2023-08-10 | |
| 2023-06-30 | $76,539,498 | 362,300 | Put | Defined | 2023-08-10 | |
| 2023-03-31 | $225,974,151 | 1,131,115 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $126,520,674 | 633,300 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $84,207,270 | 421,500 | Put | Defined | 2023-05-11 | |
| 2022-12-31 | $37,469,934 | 282,600 | Call | Defined | 2023-02-09 | |
| 2022-12-31 | $91,699,244 | 691,600 | Put | Defined | 2023-02-09 | |
| 2022-12-31 | $148,437,285 | 1,119,521 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $188,002,328 | 1,307,024 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $23,704,832 | 164,800 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $25,028,160 | 174,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $25,647,216 | 155,400 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $238,120,039 | 1,442,802 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||