Freestone Capital Holdings, LLC

Position in CRM — Salesforce, Inc.

CIK 1470876 Seattle, WA

Position in CRM

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$15,167,310

-$9,712,242 QoQ

Shares Held

81,252

-13.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Mar 31, 2026

Freestone Capital Holdings, LLC holds $41,537,394 across 20 Software - Application names. CRM ranks #1 (36.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	81,252	$15,167,310
2	FIG	Figma, Inc.	291,756	$6,167,721
3	ADBE	Adobe Inc.	19,100	$4,642,828
4	ADP	Automatic Data Processing Inc	20,515	$4,168,237
5	CHYM	Chime Financial, Inc.	146,687	$2,747,447
6	WDAY	Workday, Inc.	15,176	$1,971,665
7	PAYX	Paychex Inc	9,222	$849,530
8	LYFT	Lyft, Inc.	51,962	$691,094

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,167,310	81,252	-13.5%	Shares	Defined	2026-05-13
2025-12-31	$24,879,552	93,917	-2.4%	Shares	Defined	2026-01-23
2025-09-30	$22,803,192	96,216	+16.9%	Shares	Defined	2025-11-12
2025-06-30	$22,436,387	82,278	+6.3%	Shares	Defined	2025-08-05
2025-03-31	$20,775,089	77,415	-0.7%	Shares	Defined	2025-05-13
2024-12-31	$26,060,689	77,949	-4.1%	Shares	Defined	2025-02-06
2024-09-30	$22,238,937	81,250	+20.4%	Shares	Defined	2024-11-14
2024-06-30	$17,355,278	67,504	+2.1%	Shares	Defined	2024-11-22
2024-03-31	$19,917,635	66,132	+1.5%	Shares	Defined	2024-11-22
2023-12-31	$17,152,780	65,185	+0.2%	Shares	Defined	2024-02-13
2023-09-30	$13,190,839	65,050	+8.8%	Shares	Defined	2023-11-14
2023-06-30	$12,631,869	59,793	-0.9%	Shares	Defined	2023-08-09
2023-03-31	$12,051,328	60,323	+0.2%	Shares	Defined	2023-05-12
2022-12-31	$7,985,100	60,224	-10.5%	Shares	Defined	2023-02-13
2022-09-30	$9,677,123	67,277	-12.5%	Shares	Defined	2022-11-09
2022-06-30	$12,682,828	76,847	-4.9%	Shares	Defined	2022-08-09
2022-03-31	$17,156,092	80,803	+16.8%	Shares	Defined	2022-05-12
2021-12-31	$17,586,050	69,201	+9.1%	Shares	Defined	2022-02-14
2021-09-30	$17,198,873	63,413	+20.6%	Shares	Defined	2021-11-15
2021-06-30	$12,839,319	52,562	-6.6%	Shares	Defined	2021-08-16
2021-03-31	$11,922,348	56,272	+1.8%	Shares	Defined	2021-05-17
2020-12-31	$12,298,565	55,267	+8.8%	Shares	Defined	2021-02-16
2020-09-30	$12,771,328	50,817	-4.3%	Shares	Defined	2020-11-06
2020-06-30	$9,947,223	53,100	-24.2%	Shares	Defined	2020-08-04
2020-03-31	$10,083,351	70,033	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.