Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,605,921
+$3,778,236 QoQ
Shares Held
35,784
+265.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#612
of 2,457 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$62,664
CallShares
400
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, 2026Arax Advisory Partners holds $140,172,139 across 132 Software - Application names. CRM ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
202,087 | $19,871,214 | |
| 2 | FICO |
Fair Isaac Corp
|
7,673 | $9,167,546 | |
| 3 | NOW |
ServiceNow, Inc.
|
91,175 | $9,051,854 | |
| 4 | UBER |
Uber Technologies, Inc
|
120,900 | $8,724,144 | |
| 5 | DDOG |
Datadog, Inc.
|
28,722 | $7,478,059 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
35,784 | $5,605,921 | |
| 7 | TEAM |
Atlassian Corp
|
71,052 | $5,527,135 | |
| 8 | ADP |
Automatic Data Processing Inc
|
22,760 | $5,097,102 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,664 | 400 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $5,605,921 | 35,784 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,827,685 | 9,791 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,193,754 | 12,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,764,034 | 15,882 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,708,402 | 6,265 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $972,536 | 3,624 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,712,772 | 5,123 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $266,593 | 974 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $234,732 | 913 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $128,301 | 426 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $114,991 | 437 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $91,858 | 453 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,910 | 596 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $52,142 | 261 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $35,136 | 265 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $48,617 | 338 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $60,734 | 368 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $47,772 | 225 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $52,350 | 206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $77,568 | 286 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $217,644 | 891 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $48,956 | 220 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $42,473 | 169 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $26,038 | 139 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $20,445 | 142 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||