Peak Asset Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1632512 LOUISVILLE, CO

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,785,140

-$242,807 QoQ

Shares Held

36,928

+14.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#600

of 2,457 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Peak Asset Management, LLC holds $15,091,130 across 6 Software - Application names. CRM ranks #1 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	36,928	$5,785,140
2	UBER	Uber Technologies, Inc	40,169	$2,898,595
3	ADBE	Adobe Inc.	13,798	$2,828,865
4	ZM	Zoom Communications, Inc.	29,410	$2,538,377
5	INTU	Intuit Inc.	2,351	$613,611
6	SNOW	Snowflake Inc.	1,676	$426,542

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,785,140	36,928	+14.4%	Shares	Sole	2026-08-14
2026-03-31	$6,027,947	32,292	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.