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Equibles

Avestar Capital, LLC

Position in CRM — Salesforce, Inc.

CIK 1704404 New York, NY
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$961,422
-$544,818 QoQ
Shares Held
6,137
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,247
of 2,462 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$704,970
PutShares
4,500

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, 2026

Avestar Capital, LLC holds $25,329,957 across 16 Software - Application names. CRM ranks #7 (3.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NOW
ServiceNow, Inc.
 119,347 $11,848,770
2 SHOP
Shopify Inc.
 16,923 $1,932,268
3 SNOW
Snowflake Inc.
 6,649 $1,692,170
4 CDNS
Cadence Design Systems Inc
 3,900 $1,463,748
5 UBER
Uber Technologies, Inc
 15,717 $1,134,138
6 ADP
Automatic Data Processing Inc
 4,809 $1,076,975
7 CRM
Salesforce, Inc.
This page 		6,137 $961,422
8 ADBE
Adobe Inc.
 4,603 $943,707

All Filings in CRM

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $704,970 4,500
2026-06-30 $961,422 6,137
2026-03-31 $1,506,240 8,069
2026-03-31 $1,866,700 10,000
2025-12-31 $980,167 3,700
2025-12-31 $2,810,695 10,610
2025-12-31 $2,516,645 9,500
2025-09-30 $2,639,943 11,139
2025-09-30 $1,137,600 4,800
2025-09-30 $2,607,000 11,000
2025-06-30 $1,717,947 6,300
2025-06-30 $3,172,475 11,634
2025-06-30 $545,380 2,000
2025-03-31 $1,878,520 7,000
2025-03-31 $2,839,248 10,580
2025-03-31 $1,127,112 4,200
2024-12-31 $3,388,100 10,134
2024-12-31 $1,203,588 3,600
2024-09-30 $2,618,583 9,567
2024-09-30 $793,759 2,900
2024-06-30 $2,828,100 11,000
2024-06-30 $2,210,288 8,597
2024-06-30 $1,002,690 3,900
2024-03-31 $1,897,434 6,300
2024-03-31 $2,054,348 6,821
2023-12-31 $105,256 400
2023-12-31 $1,356,486 5,155
2023-09-30 $927,515 4,574
2023-09-30 $243,336 1,200
2023-06-30 $591,528 2,800
2023-06-30 $886,024 4,194
2023-03-31 $777,543 3,892
2023-03-31 $199,780 1,000
2022-12-31 $265,180 2,000
2022-12-31 $501,853 3,785
2022-09-30 $600,388 4,174
2022-06-30 $1,004,928 6,089
2022-06-30 $495,120 3,000
2022-03-31 $1,592,400 7,500
2022-03-31 $2,518,327 11,861
2022-03-31 $1,061,600 5,000
2021-12-31 $6,988,575 27,500
2021-12-31 $5,268,114 20,730
2021-12-31 $1,829,736 7,200
2021-09-30 $6,373,670 23,500
2021-09-30 $5,462,370 20,140
2021-09-30 $2,251,126 8,300
2021-06-30 $1,709,890 7,000
2021-06-30 $5,129,670 21,000
2021-06-30 $4,817,248 19,721