Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,959,464
-$283,740 QoQ
Shares Held
18,891
+8.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#811
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2022CallValue
$212,320
CallShares
1,000
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, 2026Sigma Planning Corp holds $23,846,594 across 19 Software - Application names. CRM ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,177 | $3,259,972 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
18,891 | $2,959,464 | |
| 3 | NOW |
ServiceNow, Inc.
|
28,720 | $2,851,321 | |
| 4 | SHOP |
Shopify Inc.
|
22,321 | $2,548,611 | |
| 5 | ADP |
Automatic Data Processing Inc
|
7,089 | $1,587,581 | |
| 6 | IDCC |
InterDigital, Inc.
|
4,780 | $1,353,361 | |
| 7 | DDOG |
Datadog, Inc.
|
4,702 | $1,224,212 | |
| 8 | NCNO |
nCino, Inc.
|
72,500 | $1,185,375 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,959,464 | 18,891 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,243,204 | 17,374 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,283,665 | 23,720 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,783,037 | 24,401 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,548,377 | 24,014 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,138,198 | 22,873 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $8,565,534 | 25,620 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,843,571 | 25,003 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $6,682,543 | 25,992 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,500,805 | 28,225 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,040,582 | 11,555 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,914,484 | 29,167 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,913,906 | 32,727 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,881,821 | 34,447 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,596,364 | 34,666 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $5,645,576 | 39,249 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,405,037 | 38,809 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,123,178 | 42,969 | Shares | Sole | 2022-04-20 | |
| 2022-03-31 | $212,320 | 1,000 | Call | Sole | 2022-04-20 | |
| 2021-12-31 | $10,674,984 | 42,006 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $10,999,055 | 40,554 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $488,540 | 2,000 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $8,669,875 | 35,493 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $656,797 | 3,100 | Call | Sole | 2021-05-06 | |
| 2021-03-31 | $7,746,179 | 36,561 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $11,641,434 | 52,314 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $445,060 | 2,000 | Call | Sole | 2021-02-09 | |
| 2020-09-30 | $11,097,537 | 44,157 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,207,806 | 22,462 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,068,933 | 21,315 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||