Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$566,639
-$796,052 QoQ
Shares Held
3,617
-50.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,506
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)
Position in Software - Application
Technology · as of Jun 30, 2026BigSur Wealth Management LLC holds $610,104 across 2 Software - Application names. CRM ranks #1 (92.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,617 | $566,639 | |
| 2 | MSTR |
Strategy Inc
|
500 | $43,465 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,639 | 3,617 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,362,691 | 7,300 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,914,010 | 11,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,607,000 | 11,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,381,356 | 12,400 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,139,812 | 11,700 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,343,300 | 10,000 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,723,414 | 9,950 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,553,003 | 9,930 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,794,950 | 9,280 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,060,454 | 4,030 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $817,203 | 4,030 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $802,788 | 3,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $879,032 | 4,400 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $662,950 | 5,000 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $805,504 | 5,600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $924,224 | 5,600 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,188,992 | 5,600 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,423,128 | 5,600 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,518,832 | 5,600 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,074,788 | 4,400 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,281,813 | 6,050 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,179,409 | 5,300 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,382,260 | 5,500 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $946,016 | 5,050 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $748,696 | 5,200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||