Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,506,240
-$1,304,455 QoQ
Shares Held
8,069
-23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,866,700
PutShares
10,000
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 Mar 31, 2026Avestar Capital, LLC holds $25,918,164 across 17 Software - Application names. CRM ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
124,531 | $13,019,716 | |
| 2 | SHOP |
Shopify Inc.
|
17,217 | $2,042,280 | |
| 3 | INTU |
Intuit Inc.
|
4,241 | $1,833,723 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
8,069 | $1,506,240 | |
| 5 | UBER |
Uber Technologies, Inc
|
17,430 | $1,253,739 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,681 | $1,022,839 | |
| 7 | SNOW |
Snowflake Inc.
|
6,400 | $965,248 | |
| 8 | ADBE |
Adobe Inc.
|
2,545 | $618,638 |
All Filings in CRM
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,506,240 | 8,069 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $1,866,700 | 10,000 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $980,167 | 3,700 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $2,810,695 | 10,610 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $2,516,645 | 9,500 | Put | Sole | 2026-02-10 | |
| 2025-09-30 | $2,639,943 | 11,139 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $1,137,600 | 4,800 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $2,607,000 | 11,000 | Call | Sole | 2025-11-07 | |
| 2025-06-30 | $1,717,947 | 6,300 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $3,172,475 | 11,634 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $545,380 | 2,000 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $1,878,520 | 7,000 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $2,839,248 | 10,580 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $1,127,112 | 4,200 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $3,388,100 | 10,134 | Shares | Sole | 2025-01-29 | |
| 2024-12-31 | $1,203,588 | 3,600 | Call | Sole | 2025-01-29 | |
| 2024-09-30 | $2,618,583 | 9,567 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $793,759 | 2,900 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $2,828,100 | 11,000 | Put | Sole | 2024-08-08 | |
| 2024-06-30 | $2,210,288 | 8,597 | Shares | Sole | 2024-08-08 | |
| 2024-06-30 | $1,002,690 | 3,900 | Call | Sole | 2024-08-08 | |
| 2024-03-31 | $1,897,434 | 6,300 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $2,054,348 | 6,821 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $105,256 | 400 | Call | Sole | 2024-02-12 | |
| 2023-12-31 | $1,356,486 | 5,155 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $927,515 | 4,574 | Shares | Sole | 2023-10-20 | |
| 2023-09-30 | $243,336 | 1,200 | Call | Sole | 2023-10-20 | |
| 2023-06-30 | $591,528 | 2,800 | Call | Sole | 2023-08-02 | |
| 2023-06-30 | $886,024 | 4,194 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $777,543 | 3,892 | Shares | Sole | 2023-04-20 | |
| 2023-03-31 | $199,780 | 1,000 | Call | Sole | 2023-04-20 | |
| 2022-12-31 | $265,180 | 2,000 | Call | Sole | 2023-01-20 | |
| 2022-12-31 | $501,853 | 3,785 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $600,388 | 4,174 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,004,928 | 6,089 | Shares | Sole | 2022-07-28 | |
| 2022-06-30 | $495,120 | 3,000 | Put | Sole | 2022-07-28 | |
| 2022-03-31 | $1,592,400 | 7,500 | Put | Sole | 2022-04-26 | |
| 2022-03-31 | $2,518,327 | 11,861 | Shares | Sole | 2022-04-26 | |
| 2022-03-31 | $1,061,600 | 5,000 | Call | Sole | 2022-04-26 | |
| 2021-12-31 | $6,988,575 | 27,500 | Put | Sole | 2022-02-01 | |
| 2021-12-31 | $5,268,114 | 20,730 | Shares | Sole | 2022-02-01 | |
| 2021-12-31 | $1,829,736 | 7,200 | Call | Sole | 2022-02-01 | |
| 2021-09-30 | $6,373,670 | 23,500 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $5,462,370 | 20,140 | Shares | Sole | 2021-11-09 | |
| 2021-09-30 | $2,251,126 | 8,300 | Call | Sole | 2021-11-09 | |
| 2021-06-30 | $1,709,890 | 7,000 | Call | Sole | 2021-08-03 | |
| 2021-06-30 | $5,129,670 | 21,000 | Put | Sole | 2021-08-03 | |
| 2021-06-30 | $4,817,248 | 19,721 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,739,505 | 17,650 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,038,647 | 13,655 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||