Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$56,683,504
-$13,342,199 QoQ
Shares Held
361,825
-3.5% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#183
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2024CallValue
$142,200
CallShares
60,000
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, 2026HighTower Advisors, LLC holds $542,955,114 across 60 Software - Application names. CRM ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
324,444 | $66,517,508 | |
| 2 | UBER |
Uber Technologies, Inc
|
874,865 | $63,130,258 | |
| 3 | ADP |
Automatic Data Processing Inc
|
265,046 | $59,357,051 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
361,825 | $56,683,504 | |
| 5 | NOW |
ServiceNow, Inc.
|
525,128 | $52,134,707 | |
| 6 | SNOW |
Snowflake Inc.
|
139,495 | $35,501,477 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
75,861 | $28,472,150 | |
| 8 | DJCO |
Daily Journal Corp
|
41,329 | $24,846,581 |
All Filings in CRM
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,683,504 | 361,825 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $70,025,703 | 375,131 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $120,014,296 | 453,038 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111,232,395 | 469,335 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $112,191,483 | 411,425 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $107,594,111 | 400,932 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $142,200 | 60,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $131,169,694 | 392,336 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $100,455,949 | 367,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $189,044 | 43,000 | Put | Sole | 2024-08-13 | |
| 2024-06-30 | $100,798,883 | 392,061 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,846 | 35,300 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $106,149,686 | 352,446 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $104,958,914 | 398,871 | Shares | Sole | 2024-02-12 | |
| 2023-12-31 | $11,744 | 1,000 | Put | Sole | 2024-02-12 | |
| 2023-09-30 | $68,569,043 | 338,145 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $405 | 2 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $31,794 | 153 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $66,749,287 | 315,958 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,420 | 15,900 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $59,249,353 | 296,573 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $38,050,810 | 286,981 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,335,754 | 322,134 | Shares | Sole | 2022-11-09 | |
| 2022-09-30 | $1,725 | 12 | Put | Sole | 2022-11-09 | |
| 2022-06-30 | $67,443,265 | 408,648 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $465,000 | 34,200 | Put | Sole | 2022-08-10 | |
| 2022-03-31 | $118,884,337 | 559,930 | Shares | Sole | 2022-05-12 | |
| 2022-03-31 | $71,127 | 335 | Put | Sole | 2022-05-12 | |
| 2022-03-31 | $2,972 | 14 | Call | Sole | 2022-05-12 | |
| 2021-12-31 | $143,019,027 | 562,779 | Shares | Sole | 2022-02-10 | |
| 2021-12-31 | $89,453 | 352 | Put | Sole | 2022-02-10 | |
| 2021-09-30 | $134,272,071 | 495,067 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $9,000 | 500 | Put | Sole | 2021-11-12 | |
| 2021-06-30 | $24,427 | 100 | Call | Sole | 2021-08-06 | |
| 2021-06-30 | $537,394 | 2,200 | Put | Sole | 2021-08-06 | |
| 2021-06-30 | $112,375,924 | 460,048 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,507 | 26 | Put | Sole | 2021-05-10 | |
| 2021-03-31 | $95,160,774 | 449,147 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $96,797,212 | 434,985 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $445 | 2 | Call | Sole | 2021-02-10 | |
| 2020-12-31 | $76,772 | 345 | Put | Sole | 2021-02-10 | |
| 2020-09-30 | $728,000 | 34,400 | Put | Sole | 2020-11-13 | |
| 2020-09-30 | $98,595,851 | 392,312 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $58,139,176 | 310,357 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $33,373,412 | 231,792 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||