Position in CRM
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,584,268
-$683,096 QoQ
Shares Held
8,487
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$18,667
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 Mar 31, 2026Chicago Partners Investment Group LLC holds $37,485,087 across 44 Software - Application names. CRM ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
11,299 | $4,885,461 | |
| 2 | MSTR |
Strategy Inc
|
17,368 | $2,167,526 | |
| 3 | SHOP |
Shopify Inc.
|
16,799 | $1,992,697 | |
| 4 | ADBE |
Adobe Inc.
|
7,755 | $1,885,085 | |
| 5 | PAYX |
Paychex Inc
|
17,340 | $1,597,360 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
8,487 | $1,584,268 | |
| 7 | ROP |
Roper Technologies Inc
|
4,341 | $1,536,106 | |
| 8 | TEAM |
Atlassian Corp
|
21,023 | $1,434,819 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,667 | 100 | Call | Sole | 2026-05-04 | |
| 2026-03-31 | $1,584,268 | 8,487 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,267,364 | 8,559 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,988,430 | 8,390 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,205,789 | 8,089 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,249,393 | 8,382 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,646,556 | 7,916 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,883,672 | 6,882 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,859,861 | 7,234 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,140,185 | 7,106 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,884,082 | 7,160 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,432,640 | 7,065 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,396,639 | 6,611 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,492,356 | 7,470 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,561,379 | 11,776 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,692,133 | 11,764 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,898,290 | 11,502 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,374,799 | 11,185 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $2,648,542 | 10,422 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,767,257 | 10,203 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,455,157 | 10,051 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,307,661 | 6,172 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $740,579 | 3,328 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $698,166 | 2,778 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $507,476 | 2,709 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $361,533 | 2,511 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||