Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$574,942
-$110,136 QoQ
Shares Held
3,670
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,506
of 2,457 holders
Holding Since
Sep 2022
16 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, 2026Alta Advisers Ltd holds $3,605,302 across 9 Software - Application names. CRM ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
8,110 | $585,217 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,670 | $574,942 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,073 | $402,718 | |
| 4 | NOW |
ServiceNow, Inc.
|
4,015 | $398,609 | |
| 5 | SNOW |
Snowflake Inc.
|
1,428 | $363,426 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,532 | $343,091 | |
| 7 | ADBE |
Adobe Inc.
|
1,598 | $327,621 | |
| 8 | DDOG |
Datadog, Inc.
|
1,251 | $325,710 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,942 | 3,670 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $685,078 | 3,670 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $972,219 | 3,670 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,177,890 | 4,970 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,355,269 | 4,970 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $1,333,749 | 4,970 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $1,059,826 | 3,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $739,017 | 2,700 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $694,170 | 2,700 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $813,186 | 2,700 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $710,478 | 2,700 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $547,506 | 2,700 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $570,402 | 2,700 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $539,406 | 2,700 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $357,993 | 2,700 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $388,368 | 2,700 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||