Position in CRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$36,639,027
-$14,072,694 QoQ
Shares Held
196,277
+2.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $106,740,490 across 10 Software - Application names. CRM ranks #1 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
196,277 | $36,639,027 | |
| 2 | NOW |
ServiceNow, Inc.
|
195,076 | $20,395,195 | |
| 3 | ADP |
Automatic Data Processing Inc
|
73,344 | $14,902,033 | |
| 4 | ADBE |
Adobe Inc.
|
57,189 | $13,901,502 | |
| 5 | DDOG |
Datadog, Inc.
|
112,653 | $13,298,686 | |
| 6 | RNG |
RingCentral, Inc.
|
95,976 | $3,569,347 | |
| 7 | MSTR |
Strategy Inc
|
21,909 | $2,734,243 | |
| 8 | INTU |
Intuit Inc.
|
1,338 | $578,524 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,639,027 | 196,277 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $50,711,721 | 191,430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,338,908 | 187,084 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $49,491,326 | 181,493 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $47,563,589 | 177,238 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $58,844,754 | 176,008 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $48,302,424 | 176,473 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $43,479,723 | 169,116 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $49,470,320 | 164,255 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $43,675,714 | 165,979 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,667,157 | 166,028 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $35,187,043 | 166,558 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $33,344,480 | 166,906 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $22,131,392 | 166,916 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $23,576,526 | 163,908 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $25,844,108 | 156,593 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $32,207,245 | 151,692 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $36,039,700 | 141,816 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $37,641,538 | 138,786 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $33,755,182 | 138,188 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $28,765,589 | 135,770 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $28,685,229 | 128,905 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $28,561,764 | 113,647 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,451,532 | 114,512 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $16,007,264 | 111,177 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||