Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,980,573
-$1,066,983 QoQ
Shares Held
25,409
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#714
of 2,457 holders
Holding Since
Dec 2020
23 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, 2026CallValue
$37,334
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, 2026SFMG, LLC holds $9,460,538 across 8 Software - Application names. CRM ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
25,409 | $3,980,573 | |
| 2 | ADBE |
Adobe Inc.
|
16,038 | $3,288,110 | |
| 3 | PAYX |
Paychex Inc
|
6,468 | $635,998 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,585 | $578,910 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,509 | $469,689 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,909 | $239,923 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,029 | $201,439 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
10,185 | $65,896 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,980,573 | 25,409 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,047,556 | 27,040 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $37,334 | 200 | Call | Sole | 2026-05-12 | |
| 2025-12-31 | $6,959,715 | 26,272 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,920,497 | 24,981 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,315,500 | 23,160 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,163,960 | 22,969 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,677,888 | 22,965 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,390,581 | 23,348 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $5,981,174 | 23,264 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,610,682 | 18,629 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,902,298 | 18,630 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,712,090 | 18,306 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,619,940 | 17,135 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,299,966 | 16,518 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,779,225 | 13,419 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,223,622 | 15,459 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,141,063 | 12,973 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,620,878 | 12,344 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,655,912 | 10,451 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $850,003 | 3,134 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $797,785 | 3,266 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $638,364 | 3,013 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $376,075 | 1,690 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||