Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$477,234,761
-$101,073,373 QoQ
Shares Held
3,046,309
-1.7% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#51
of 2,452 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
$20,522,460
CallShares
131,000
PutValue
$4,637,136
PutShares
29,600
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, 2026HSBC HOLDINGS PLC holds $3,297,236,340 across 81 Software - Application names. CRM ranks #1 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,046,309 | $477,234,761 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,454,585 | $393,602,849 | |
| 3 | ADBE |
Adobe Inc.
|
1,738,757 | $356,479,956 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,515,451 | $349,013,967 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
600,179 | $225,259,179 | |
| 6 | ADP |
Automatic Data Processing Inc
|
978,008 | $219,024,888 | |
| 7 | ADSK |
Autodesk, Inc.
|
905,399 | $176,027,670 | |
| 8 | INTU |
Intuit Inc.
|
643,758 | $168,020,838 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,234,761 | 3,046,309 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $20,522,460 | 131,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $4,637,136 | 29,600 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $14,765,597 | 79,100 | Call | Defined | 2026-04-30 | |
| 2026-03-31 | $2,837,384 | 15,200 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $578,308,134 | 3,098,024 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $21,669,638 | 81,800 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $61,935,958 | 233,800 | Call | Defined | 2026-03-20 | |
| 2025-12-31 | $729,828,891 | 2,755,007 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $143,195,400 | 604,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $41,001,000 | 173,000 | Call | Sole | 2025-11-13 | |
| 2025-09-30 | $817,700,718 | 3,450,214 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $137,899,333 | 505,700 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $42,021,529 | 154,100 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $904,484,087 | 3,316,895 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $762,555,125 | 2,841,538 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $2,603,092 | 9,700 | Put | Defined | 2025-05-14 | |
| 2025-03-31 | $49,592,928 | 184,800 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $45,702,911 | 136,700 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,197,066,545 | 3,580,494 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $137,576,795 | 411,500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $935,113,780 | 3,416,440 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $34,432,718 | 125,800 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $1,998,083 | 7,300 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $21,904,920 | 85,200 | Call | Sole | 2024-08-12 | |
| 2024-06-30 | $921,396,000 | 3,583,804 | Shares | Sole | 2024-08-12 | |
| 2024-06-30 | $1,491,180 | 5,800 | Put | Sole | 2024-08-12 | |
| 2024-03-31 | $1,033,019,683 | 3,429,908 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $39,063,046 | 129,700 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $4,065,930 | 13,500 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $14,656,898 | 55,700 | Put | Defined | 2024-02-12 | |
| 2023-12-31 | $707,129,007 | 2,687,273 | Shares | Defined | 2024-02-12 | |
| 2023-12-31 | $15,551,574 | 59,100 | Call | Defined | 2024-02-12 | |
| 2023-09-30 | $520,012,878 | 2,564,419 | Shares | Sole | 2023-11-13 | |
| 2023-09-30 | $13,890,430 | 68,500 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $11,213,734 | 55,300 | Call | Defined | 2023-11-13 | |
| 2023-06-30 | $489,075,766 | 2,315,042 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $10,351,740 | 49,000 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $12,950,238 | 61,300 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $398,270,412 | 1,993,545 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $10,488,450 | 52,500 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $71,200 | 537 | Principal | Sole | 2023-02-14 | |
| 2022-12-31 | $9,930,991 | 74,900 | Call | Sole | 2023-02-14 | |
| 2022-12-31 | $9,281,300 | 70,000 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $347,261,689 | 2,619,064 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,242 | 537 | Principal | Sole | 2022-11-14 | |
| 2022-09-30 | $220,943,697 | 1,536,038 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $2,085,680 | 14,500 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $11,032,528 | 76,700 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $4,621,120 | 28,000 | Put | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||