Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$833,744
-$209,181 QoQ
Shares Held
5,322
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,305
of 2,451 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2020CallValue
$22,253
CallShares
100
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, 2026United Asset Strategies, Inc. holds $24,079,276 across 9 Software - Application names. CRM ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
144,686 | $14,364,426 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
6,106 | $2,291,703 | |
| 3 | PAYX |
Paychex Inc
|
17,244 | $1,695,602 | |
| 4 | DDOG |
Datadog, Inc.
|
5,929 | $1,543,674 | |
| 5 | ADBE |
Adobe Inc.
|
6,576 | $1,348,211 | |
| 6 | SNOW |
Snowflake Inc.
|
3,644 | $927,398 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
5,322 | $833,744 | |
| 8 | INTU |
Intuit Inc.
|
2,785 | $726,885 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,744 | 5,322 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,042,925 | 5,587 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $286,897 | 1,083 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $237,711 | 1,003 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $273,235 | 1,002 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,928,971 | 7,188 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,457,659 | 7,351 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,998,356 | 7,301 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,869,888 | 7,273 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,180,543 | 7,240 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,921,185 | 7,301 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,621,023 | 7,994 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $372,873 | 1,765 | Shares | Sole | 2023-07-25 | |
| 2022-03-31 | $242,469 | 1,142 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $293,266 | 1,154 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $318,141 | 1,173 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $286,528 | 1,173 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $251,701 | 1,188 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $22,253 | 100 | Call | Sole | 2021-02-05 | |
| 2020-12-31 | $256,577 | 1,153 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $289,771 | 1,153 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $214,118 | 1,143 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||