Position in CRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$212,057
-$175,260 QoQ
Shares Held
1,136
-11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $1,225,295 across 7 Software - Application names. CRM ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
734 | $259,733 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,136 | $212,057 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,851 | $205,072 | |
| 4 | BSY |
Bentley Systems Inc
|
5,802 | $203,766 | |
| 5 | PTC |
Ptc Inc.
|
1,426 | $203,190 | |
| 6 | UPLD |
Upland Software, Inc.
|
14,411 | $95,977 | |
| 7 | BZAI |
Blaize Holdings, Inc.
|
25,000 | $45,500 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,057 | 1,136 | Shares | Sole | 2026-05-07 | |
| 2024-03-31 | $387,317 | 1,286 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||