Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,745,779
-$2,388,730 QoQ
Shares Held
43,060
-12.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#556
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2025CallValue
$198,682,500
CallShares
750,000
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, 2026Aptus Capital Advisors, LLC holds $75,485,117 across 21 Software - Application names. CRM ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
187,948 | $18,659,476 | |
| 2 | UBER |
Uber Technologies, Inc
|
176,450 | $12,732,631 | |
| 3 | ADP |
Automatic Data Processing Inc
|
40,651 | $9,103,791 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
43,060 | $6,745,779 | |
| 5 | DDOG |
Datadog, Inc.
|
21,426 | $5,578,473 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
14,642 | $5,495,435 | |
| 7 | ADBE |
Adobe Inc.
|
19,722 | $4,043,403 | |
| 8 | INTU |
Intuit Inc.
|
12,445 | $3,248,145 |
All Filings in CRM
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,745,779 | 43,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $9,134,509 | 48,934 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $198,682,500 | 750,000 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $15,442,928 | 58,295 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,719,510 | 45,230 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $237,000,000 | 1,000,000 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $4,310,410 | 15,807 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $13,101,603 | 48,821 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,443,914 | 13,292 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,440,672 | 8,917 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,849,320 | 7,193 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,004,352 | 6,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,386,747 | 5,270 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,118,737 | 5,517 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $453,575 | 2,147 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $344,820 | 1,726 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,411,552 | 10,646 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,840,072 | 33,649 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,033,156 | 48,674 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $9,789,013 | 46,105 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,978,922 | 39,267 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,251,314 | 34,110 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $63,510,200 | 260,000 | Call | Sole | 2021-07-27 | |
| 2021-06-30 | $2,068,478 | 8,468 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,664,450 | 7,856 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,692,563 | 7,606 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $203,066 | 808 | Shares | Sole | 2020-10-19 | |
| 2020-03-31 | $5,356,056 | 37,200 | Call | Sole | 2020-05-07 | |
| 2020-03-31 | $114,896 | 798 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||