Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,759,339
-$10,434,254 QoQ
Shares Held
137,994
+1.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 16.53912488948795.ToString("F0")%
Shared 0.ToString("F0")%
None 83.46087511051206.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $313,739,919 across 98 Software - Application names. CRM ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
374,180 | $26,914,767 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
137,994 | $25,759,339 | |
| 3 | ADP |
Automatic Data Processing Inc
|
119,948 | $24,371,034 | |
| 4 | NOW |
ServiceNow, Inc.
|
177,608 | $18,568,916 | |
| 5 | ADBE |
Adobe Inc.
|
69,009 | $16,774,707 | |
| 6 | ZM |
Zoom Communications, Inc.
|
202,017 | $16,240,146 | |
| 7 | INTU |
Intuit Inc.
|
34,515 | $14,923,595 | |
| 8 | WRD |
WeRide Inc.
|
1,664,998 | $13,469,833 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,759,339 | 137,994 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,193,593 | 136,626 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $32,075,106 | 135,338 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,751,430 | 142,108 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,876,239 | 144,866 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,454,446 | 144,930 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,058,414 | 157,314 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $43,734,252 | 170,106 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $50,832,558 | 168,778 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,576,037 | 74,394 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,475,633 | 61,523 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $14,425,465 | 68,283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,032,848 | 65,236 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,405,277 | 63,393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,677,484 | 46,423 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $8,264,378 | 50,075 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $11,995,655 | 56,498 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $14,911,331 | 58,676 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $14,614,689 | 53,885 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,438,431 | 46,827 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,286,262 | 43,830 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $6,083,302 | 27,337 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,046,002 | 20,078 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,536,790 | 18,880 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,597,255 | 18,039 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||