Position in CXM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,806,502
+$2,236,094 QoQ
Shares Held
634,417
+214.3% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $6,073,265,588 across 83 Software - Application names. CXM ranks #62 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
3,712,868 | $693,081,069 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,497,861 | $507,515,397 | |
| 3 | DDOG |
Datadog, Inc.
|
3,685,562 | $435,080,594 | |
| 4 | ADSK |
Autodesk, Inc.
|
1,098,800 | $263,052,720 | |
| 5 | DT |
Dynatrace, Inc.
|
6,801,507 | $251,519,728 | |
| 6 | PAYX |
Paychex Inc
|
2,344,056 | $215,934,438 | |
| 7 | INTU |
Intuit Inc.
|
492,219 | $212,825,651 | |
| 8 | ROP |
Roper Technologies Inc
|
579,343 | $205,006,313 |
All Filings in CXM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,806,502 | 634,417 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,570,408 | 201,852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,283,738 | 295,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,239,511 | 382,921 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,872,404 | 224,240 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $338,357 | 43,772 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $309,725 | 32,196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375,130 | 30,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,405,375 | 199,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,101,511 | 296,352 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,341,638 | 313,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $470,149 | 36,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $932,646 | 114,155 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||