Position in CRM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$269,298
-$232,284 QoQ
Shares Held
1,719
-36.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,896
of 2,451 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$933,350
CallShares
5,000
PutValue
$0
PutShares
0
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, 2026Trilogy Capital Inc. holds $7,705,417 across 7 Software - Application names. CRM ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
35,984 | $3,538,306 | |
| 2 | ADBE |
Adobe Inc.
|
15,735 | $3,225,989 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,719 | $269,298 | |
| 4 | SHOP |
Shopify Inc.
|
2,030 | $231,785 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,128 | $211,267 | |
| 6 | ADP |
Automatic Data Processing Inc
|
895 | $200,435 | |
| 7 | RBBN |
Ribbon Communications Inc.
|
12,110 | $28,337 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,298 | 1,719 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $501,582 | 2,687 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $933,350 | 5,000 | Call | Sole | 2026-04-22 | |
| 2025-12-31 | $510,481 | 1,927 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $453,618 | 1,914 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $537,471 | 1,971 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $538,061 | 2,005 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $595,107 | 1,780 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $480,634 | 1,756 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $409,817 | 1,594 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $378,583 | 1,257 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||