Westside Investment Management, Inc.
Position in CRM — Salesforce, Inc.
CIK 1538383
SANTA MONICA, CA
Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,641,796
-$143,701 QoQ
Shares Held
10,480
+9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,022
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Westside Investment Management, Inc. holds $24,924,581 across 27 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
118,779 | $8,571,092 | |
| 2 | SHOP |
Shopify Inc.
|
39,175 | $4,473,001 | |
| 3 | SNOW |
Snowflake Inc.
|
17,399 | $4,428,045 | |
| 4 | ADBE |
Adobe Inc.
|
12,105 | $2,481,766 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
10,480 | $1,641,796 | |
| 6 | INTU |
Intuit Inc.
|
5,086 | $1,327,446 | |
| 7 | IDCC |
InterDigital, Inc.
|
3,467 | $981,611 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,805 | $377,760 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,641,796 | 10,480 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,785,497 | 9,565 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,310,508 | 4,947 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,199,931 | 5,063 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,333,453 | 4,890 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,260,486 | 4,697 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,603,780 | 4,797 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,311,617 | 4,792 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $1,237,165 | 4,812 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,419,159 | 4,712 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,239,915 | 4,712 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $946,982 | 4,670 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $986,584 | 4,670 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $944,959 | 4,730 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $632,454 | 4,770 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $765,224 | 5,320 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $580,940 | 3,520 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $630,590 | 2,970 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $422,871 | 1,664 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $388,929 | 1,434 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $341,977 | 1,400 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $292,380 | 1,380 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $153,545 | 690 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $158,331 | 630 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $121,389 | 648 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $93,299 | 648 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||