Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,257,901
+$699,589 QoQ
Shares Held
20,796
+51.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#779
of 2,457 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AlphaCore Capital LLC holds $33,939,385 across 34 Software - Application names. CRM ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,424 | $5,803,395 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
20,796 | $3,257,901 | |
| 3 | INTU |
Intuit Inc.
|
9,473 | $2,472,453 | |
| 4 | ROP |
Roper Technologies Inc
|
6,877 | $2,327,108 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,860 | $1,872,420 | |
| 6 | LYFT |
Lyft, Inc.
|
119,755 | $1,749,620 | |
| 7 | PCTY |
Paylocity Holding Corp
|
14,267 | $1,491,329 | |
| 8 | WDAY |
Workday, Inc.
|
11,838 | $1,449,207 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,257,901 | 20,796 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,558,312 | 13,705 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,213,623 | 12,131 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,034,645 | 8,585 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,987,092 | 7,287 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,677,786 | 6,252 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,316,591 | 3,938 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $1,750,922 | 6,397 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,422,534 | 5,533 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,287,845 | 4,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,022,825 | 3,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $780,703 | 3,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $638,427 | 3,022 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $574,767 | 2,877 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $314,370 | 2,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $339,893 | 2,363 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $225,774 | 1,368 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $276,652 | 1,303 | Shares | Sole | 2022-05-04 | |
| 2020-03-31 | $27,932 | 194 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||