Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$734,265
-$178,551 QoQ
Shares Held
4,687
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,368
of 2,457 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)
Position in Software - Application
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $13,439,275 across 17 Software - Application names. CRM ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
28,009 | $2,780,733 | |
| 2 | DDOG |
Datadog, Inc.
|
6,113 | $1,591,580 | |
| 3 | TTAN |
ServiceTitan, Inc.
|
18,839 | $1,332,105 | |
| 4 | UBER |
Uber Technologies, Inc
|
18,055 | $1,302,848 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,129 | $1,174,376 | |
| 6 | DAVE |
Dave Inc./DE
|
2,885 | $1,074,922 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
4,687 | $734,265 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,253 | $728,509 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $734,265 | 4,687 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $912,816 | 4,890 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,112,392 | 7,974 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,187,747 | 9,231 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,524,018 | 9,256 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,075,764 | 7,735 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $1,351,027 | 4,041 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,101,956 | 4,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $830,433 | 3,230 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,366,754 | 4,538 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,316,226 | 5,002 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,131,106 | 5,578 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,091,157 | 5,165 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,680,648 | 13,418 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,937,537 | 14,613 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,413,491 | 16,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,895,956 | 17,547 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,183,765 | 19,705 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $5,769,259 | 22,702 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,693,980 | 24,681 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,413,267 | 22,161 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,256,892 | 20,092 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,642,470 | 25,356 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,894,207 | 23,453 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,546,311 | 24,269 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $2,511,875 | 17,446 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||