Garde Capital, Inc.

Position in CRM — Salesforce, Inc.

CIK 1616328 SEATTLE, WA

Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$688,990

-$584,099 QoQ

Shares Held

4,398

-35.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,403

of 2,451 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)

Derivatives in CRM

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$1,967,100

PutShares

8,300

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, 2026

Garde Capital, Inc. holds $5,208,290 across 6 Software - Application names. CRM ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	8,213	$2,090,208
2	UBER	Uber Technologies, Inc	21,171	$1,527,699
3	CRM	Salesforce, Inc. This page	4,398	$688,990
4	CDNS	Cadence Design Systems Inc	1,005	$377,196
5	DAVE	Dave Inc./DE	830	$309,249
6	DOCU	Docusign, Inc.	4,839	$214,948

All Filings in CRM

Export CSV

29 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,990	4,398	-35.5%	Shares	Sole	2026-07-31
2026-03-31	$1,273,089	6,820	-61.4%	Shares	Sole	2026-04-29
2025-12-31	$4,686,522	17,691	+9.1%	Shares	Sole	2026-02-10
2025-09-30	$3,843,192	16,216	-1.9%	Shares	Sole	2025-12-16
2025-09-30	$1,967,100	8,300	—	Put	Sole	2025-12-16
2025-06-30	$2,290,596	8,400	+50.0%	Put	Sole	2025-07-03
2025-06-30	$4,508,929	16,535	-8.8%	Shares	Sole	2025-07-03
2025-03-31	$4,865,366	18,130	+6.8%	Shares	Sole	2025-04-22
2025-03-31	$1,502,816	5,600	—	Put	Sole	2025-04-22
2024-12-31	$5,675,251	16,975	-4.1%	Shares	Sole	2025-02-25
2024-09-30	$4,843,024	17,694	-2.8%	Shares	Sole	2024-12-03
2024-06-30	$4,680,762	18,206	-5.2%	Shares	Sole	2024-08-19
2024-03-31	$5,782,656	19,200	-2.3%	Shares	Sole	2024-05-29
2023-12-31	$5,171,490	19,653	-4.8%	Shares	Sole	2024-02-21
2023-09-30	$4,186,595	20,646	-2.2%	Shares	Sole	2023-11-17
2023-06-30	$4,461,177	21,117	-0.0%	Shares	Sole	2023-08-29
2023-03-31	$4,219,153	21,119	+15.1%	Shares	Sole	2023-05-25
2022-12-31	$2,433,822	18,356	-16.4%	Shares	Sole	2023-02-24
2022-09-30	$3,158,582	21,959	-3.1%	Shares	Sole	2022-12-01
2022-06-30	$3,739,476	22,658	-13.5%	Shares	Sole	2022-08-23
2022-03-31	$5,560,236	26,188	-0.3%	Shares	Sole	2022-05-27
2021-12-31	$6,673,707	26,261	+2.0%	Shares	Sole	2022-02-25
2021-09-30	$6,985,271	25,755	-3.6%	Shares	Sole	2021-11-17
2021-06-30	$6,522,741	26,703	-3.6%	Shares	Sole	2021-08-19
2021-03-31	$5,865,832	27,686	+2.2%	Shares	Sole	2021-05-24
2020-12-31	$6,030,563	27,100	+2.7%	Shares	Sole	2021-02-26
2020-09-30	$6,634,848	26,400	+0.4%	Shares	Sole	2020-11-17
2020-06-30	$4,926,404	26,298	+65.1%	Shares	Sole	2020-09-02
2020-03-31	$2,293,745	15,931	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.