Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,382,367
-$1,351,041 QoQ
Shares Held
8,824
-39.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,095
of 2,457 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2021CallValue
$127,065
CallShares
500
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, 2026OneDigital Investment Advisors LLC holds $32,638,255 across 22 Software - Application names. CRM ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
100,628 | $9,990,347 | |
| 2 | PAYX |
Paychex Inc
|
48,723 | $4,790,932 | |
| 3 | UBER |
Uber Technologies, Inc
|
35,220 | $2,541,475 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,264 | $1,850,722 | |
| 5 | SHOP |
Shopify Inc.
|
15,988 | $1,825,509 | |
| 6 | WK |
Workiva Inc
|
35,994 | $1,746,068 | |
| 7 | ADBE |
Adobe Inc.
|
7,421 | $1,521,453 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
8,824 | $1,382,367 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,382,367 | 8,824 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,733,408 | 14,643 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,621,619 | 17,446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,085,977 | 13,021 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,140,523 | 37,187 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,894,164 | 36,869 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,526,619 | 46,441 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,561,783 | 49,548 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,753,564 | 53,495 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $14,234,971 | 47,264 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,553,229 | 40,105 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,265,993 | 25,969 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,808,277 | 22,760 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,549,792 | 12,763 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,641,994 | 12,384 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,958,381 | 13,615 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,230,185 | 13,513 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,161,602 | 5,471 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $127,065 | 500 | Call | Sole | 2022-02-23 | |
| 2021-12-31 | $997,206 | 3,924 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,009,752 | 3,723 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $942,882 | 3,860 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $605,312 | 2,857 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $770,398 | 3,462 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $295,803 | 1,177 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $226,481 | 1,209 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||