Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,769,278
+$169,152 QoQ
Shares Held
17,677
+26.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#834
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 Dec 31, 2025CallValue
$52,982
CallShares
200
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, 2026NorthRock Partners, LLC holds $8,633,515 across 12 Software - Application names. CRM ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
17,677 | $2,769,278 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,742 | $838,020 | |
| 3 | SNOW |
Snowflake Inc.
|
2,747 | $699,111 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,807 | $678,203 | |
| 5 | SHOP |
Shopify Inc.
|
5,673 | $647,743 | |
| 6 | ADBE |
Adobe Inc.
|
3,075 | $630,436 | |
| 7 | INTU |
Intuit Inc.
|
2,342 | $611,262 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,208 | $592,289 |
All Filings in CRM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,278 | 17,677 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,600,126 | 13,929 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,144,481 | 11,870 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $52,982 | 200 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $47,400 | 200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $5,152,380 | 21,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,794,162 | 17,581 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $5,635,560 | 21,000 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $6,904,917 | 20,653 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $6,183,930 | 22,593 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $4,891,070 | 19,024 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $5,851,325 | 19,428 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $4,633,632 | 17,609 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,943,646 | 9,585 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,175,028 | 5,562 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,201,676 | 6,015 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $666,529 | 5,027 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $805,935 | 5,603 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,058,071 | 6,411 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $821,678 | 3,870 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $987,549 | 3,886 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $771,078 | 2,843 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $510,524 | 2,090 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $291,109 | 1,374 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $351,374 | 1,579 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $376,477 | 1,498 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $364,918 | 1,948 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $297,318 | 2,065 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||