Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$167,939
-$241,428 QoQ
Shares Held
1,072
-51.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,083
of 2,451 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026J.Safra Asset Management Corp holds $4,692,702 across 17 Software - Application names. CRM ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
7,415 | $1,142,725 | |
| 2 | UBER |
Uber Technologies, Inc
|
12,789 | $922,854 | |
| 3 | SHOP |
Shopify Inc.
|
7,967 | $909,672 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,485 | $557,350 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
6,971 | $432,550 | |
| 6 | PAYX |
Paychex Inc
|
2,800 | $275,324 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,072 | $167,939 | |
| 8 | NOW |
ServiceNow, Inc.
|
1,480 | $146,934 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,939 | 1,072 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $409,367 | 2,193 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $569,556 | 2,150 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $244,821 | 1,033 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $273,235 | 1,002 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $314,249 | 1,171 | Shares | Sole | 2025-10-29 | |
| 2024-06-30 | $57,847 | 225 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,336 | 31 | Shares | Sole | 2024-05-09 | |
| 2022-09-30 | $2,301 | 16 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,456 | 27 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $25,053 | 118 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||