Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$10,921,238
-$274,294 QoQ
Shares Held
69,713
+16.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#455
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 78%
Shared 21%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2022CallValue
$42,464
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $85,451,051 across 44 Software - Application names. CRM ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
293,545 | $21,182,206 | |
| 2 | INTU |
Intuit Inc.
|
48,386 | $12,628,746 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
69,713 | $10,921,238 | |
| 4 | CHYM |
Chime Financial, Inc.
|
386,526 | $7,916,052 | |
| 5 | ADSK |
Autodesk, Inc.
|
23,752 | $4,617,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
12,562 | $2,813,259 | |
| 7 | SAP |
Sap SE
|
17,369 | $2,676,736 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
5,086 | $1,908,876 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,921,238 | 69,713 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $11,195,532 | 59,975 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $10,451,493 | 39,453 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $8,433,882 | 35,586 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,756,302 | 35,778 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,571,059 | 35,665 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,761,394 | 35,179 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,014,365 | 25,627 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,144,689 | 23,900 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,852,063 | 26,071 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,056,098 | 26,815 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,618,221 | 27,706 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $6,509,553 | 30,813 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $6,339,418 | 31,732 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,272,585 | 24,682 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $8,605,227 | 59,825 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,167,634 | 13,134 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,895,832 | 13,639 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $42,464 | 200 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $4,054,135 | 15,953 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $4,990,176 | 18,399 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,285,961 | 17,546 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,804,496 | 8,517 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,374,567 | 6,177 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,519,480 | 6,046 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,116,674 | 5,961 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $737,177 | 5,120 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||