Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$642,306
+$424,463 QoQ
Shares Held
4,100
+251.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,440
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sagewood Asset Management LP holds $5,465,523 across 14 Software - Application names. CRM ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNG |
RingCentral, Inc.
|
25,268 | $984,946 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,100 | $642,306 | |
| 3 | ADBE |
Adobe Inc.
|
2,764 | $566,675 | |
| 4 | INTU |
Intuit Inc.
|
1,710 | $446,310 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,338 | $430,676 | |
| 6 | LYFT |
Lyft, Inc.
|
21,892 | $319,842 | |
| 7 | DDOG |
Datadog, Inc.
|
1,185 | $308,526 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
790 | $296,502 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,306 | 4,100 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $217,843 | 1,167 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $382,530 | 1,444 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||