Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$581,208
+$33,332 QoQ
Shares Held
3,710
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,499
of 2,457 holders
Holding Since
Dec 2022
15 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, 2026Alpha Family Trust holds $8,325,125 across 10 Software - Application names. CRM ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMWB |
Similarweb Ltd.
|
658,935 | $4,039,271 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,945 | $729,997 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,710 | $581,208 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,425 | $538,594 | |
| 6 | DDOG |
Datadog, Inc.
|
1,840 | $479,062 | |
| 7 | PAYX |
Paychex Inc
|
4,020 | $395,286 | |
| 8 | SHOP |
Shopify Inc.
|
2,820 | $321,987 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,208 | 3,710 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $547,876 | 2,935 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $777,510 | 2,935 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $695,595 | 2,935 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $800,345 | 2,935 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $787,636 | 2,935 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $981,258 | 2,935 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $803,338 | 2,935 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $754,588 | 2,935 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $883,963 | 2,935 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $772,315 | 2,935 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $595,159 | 2,935 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $620,048 | 2,935 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $586,354 | 2,935 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $389,151 | 2,935 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||