Position in CRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$21,008,732
-$4,750,607 QoQ
Shares Held
134,104
-2.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#317
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $344,516,194 across 113 Software - Application names. CRM ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
133,684 | $29,938,531 | |
| 2 | UBER |
Uber Technologies, Inc
|
348,310 | $25,134,049 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
134,104 | $21,008,732 | |
| 4 | ZM |
Zoom Communications, Inc.
|
211,846 | $18,284,428 | |
| 5 | SNOW |
Snowflake Inc.
|
71,165 | $18,111,492 | |
| 6 | ADBE |
Adobe Inc.
|
79,882 | $16,377,407 | |
| 7 | NOW |
ServiceNow, Inc.
|
156,061 | $15,493,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
36,648 | $13,754,727 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,008,732 | 134,104 | Shares | Sole | 2026-08-19 | |
| 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. | ||||||