Position in CXM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,395,525
-$3,689,551 QoQ
Shares Held
1,239,443
-26.3% QoQ
Ownership
0.529%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 267 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,083,631,004 across 141 Software - Application names. CXM ranks #87 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
12,218,090 | $1,914,085,975 | |
| 2 | SHOP |
Shopify Inc.
|
11,443,080 | $1,306,570,870 | |
| 3 | ADP |
Automatic Data Processing Inc
|
5,497,545 | $1,231,175,199 | |
| 4 | UBER |
Uber Technologies, Inc
|
14,215,874 | $1,025,817,465 | |
| 5 | SNOW |
Snowflake Inc.
|
3,112,675 | $792,175,786 | |
| 6 | NOW |
ServiceNow, Inc.
|
6,319,051 | $627,355,381 | |
| 7 | INTU |
Intuit Inc.
|
2,259,926 | $589,840,686 | |
| 8 | ADSK |
Autodesk, Inc.
|
2,966,396 | $576,726,706 |
All Filings in CXM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,395,525 | 1,239,443 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,085,076 | 1,680,846 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $12,589,921 | 1,618,242 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $11,443,331 | 1,482,297 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $13,311,944 | 1,573,516 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,916,584 | 1,427,136 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,464,711 | 883,398 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,090,297 | 658,512 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,720,132 | 178,808 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,369,858 | 111,643 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $556,163 | 46,193 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,881,103 | 135,918 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,563,258 | 113,034 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,338,390 | 103,271 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $303,384 | 37,134 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $197,916 | 21,466 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $203,817 | 20,160 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $540,378 | 45,410 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $147,463 | 9,292 | Shares | Defined | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||