Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,760,975
-$5,250,644 QoQ
Shares Held
68,690
-19.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#456
of 2,451 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $85,609,186 across 24 Software - Application names. CRM ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
92,756 | $19,016,835 | |
| 2 | ZM |
Zoom Communications, Inc.
|
168,304 | $14,526,318 | |
| 3 | ADSK |
Autodesk, Inc.
|
72,583 | $14,111,586 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
68,690 | $10,760,975 | |
| 5 | DBD |
DIEBOLD NIXDORF, Inc
|
52,588 | $4,471,031 | |
| 6 | ROP |
Roper Technologies Inc
|
10,621 | $3,594,040 | |
| 7 | INTU |
Intuit Inc.
|
10,590 | $2,763,990 | |
| 8 | PLUS |
Eplus Inc
|
31,222 | $2,598,607 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,760,975 | 68,690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,011,619 | 85,775 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $35,326,013 | 133,351 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,910,154 | 134,642 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,307,128 | 125,810 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,130,042 | 71,285 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,190,131 | 69,363 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,146,014 | 69,950 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,205,984 | 86,371 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $45,714,907 | 151,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,804,203 | 147,466 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,557,763 | 116,174 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,413,006 | 39,823 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $335,320 | 2,529 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $620,094 | 4,311 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,138,918 | 12,960 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,185,464 | 19,713 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,221,354 | 20,546 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,311,289 | 23,270 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,137,076 | 4,655 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $4,937,050 | 22,186 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $22,586,379 | 89,871 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,753,753 | 137,478 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,442,967 | 10,022 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||