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Equibles

Freestone Capital Holdings, LLC

Position in CRM — Salesforce, Inc.

CIK 1470876 Seattle, WA
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$14,419,456
-$747,854 QoQ
Shares Held
92,043
+13.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#388
of 2,462 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Freestone Capital Holdings, LLC holds $43,492,182 across 19 Software - Application names. CRM ranks #1 (33.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
This page 		92,043 $14,419,456
2 FIG
Figma, Inc.
 258,656 $4,679,087
3 ADP
Automatic Data Processing Inc
 20,365 $4,560,741
4 CDNS
Cadence Design Systems Inc
 10,484 $3,934,854
5 CHYM
Chime Financial, Inc.
 179,640 $3,679,027
6 ADBE
Adobe Inc.
 14,459 $2,964,384
7 LYFT
Lyft, Inc.
 150,520 $2,199,097
8 SNOW
Snowflake Inc.
 4,163 $1,059,483

All Filings in CRM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,419,456 92,043
2026-03-31 $15,167,310 81,252
2025-12-31 $24,879,552 93,917
2025-09-30 $22,803,192 96,216
2025-06-30 $22,436,387 82,278
2025-03-31 $20,775,089 77,415
2024-12-31 $26,060,689 77,949
2024-09-30 $22,238,937 81,250
2024-06-30 $17,355,278 67,504
2024-03-31 $19,917,635 66,132
2023-12-31 $17,152,780 65,185
2023-09-30 $13,190,839 65,050
2023-06-30 $12,631,869 59,793
2023-03-31 $12,051,328 60,323
2022-12-31 $7,985,100 60,224
2022-09-30 $9,677,123 67,277
2022-06-30 $12,682,828 76,847
2022-03-31 $17,156,092 80,803
2021-12-31 $17,586,050 69,201
2021-09-30 $17,198,873 63,413
2021-06-30 $12,839,319 52,562
2021-03-31 $11,922,348 56,272
2020-12-31 $12,298,565 55,267
2020-09-30 $12,771,328 50,817
2020-06-30 $9,947,223 53,100
2020-03-31 $10,083,351 70,033