Neo Ivy Capital Management

Position in CRM — Salesforce, Inc.

CIK 1727783 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,505,150

+$1,555,978 QoQ

Shares Held

15,991

+346.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#859

of 2,443 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Neo Ivy Capital Management holds $14,596,011 across 13 Software - Application names. CRM ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYFT	Lyft, Inc.	289,884	$4,235,205
2	NOW	ServiceNow, Inc.	33,593	$3,335,113
3	CRM	Salesforce, Inc. This page	15,991	$2,505,150
4	U	Unity Software Inc.	56,802	$1,623,401
5	SNOW	Snowflake Inc.	3,154	$802,693
6	ADEA	Adeia Inc.	21,452	$706,414
7	INTU	Intuit Inc.	1,528	$398,808
8	GRND	Grindr Inc.	23,383	$336,013

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,505,150	15,991	+346.3%	Shares	Sole	2026-08-14
2025-12-31	$949,172	3,583	+233.6%	Shares	Sole	2026-02-13
2024-12-31	$359,070	1,074	-95.9%	Shares	Sole	2025-02-18
2024-06-30	$6,686,656	26,008	+74.6%	Shares	Sole	2024-07-19
2023-06-30	$3,146,083	14,892	+5315.3%	Shares	Sole	2023-08-16
2022-09-30	$39,556	275	+59.9%	Shares	Sole	2022-11-16
2022-06-30	$28,386	172	-81.7%	Shares	Sole	2022-08-16
2022-03-31	$200,005	942	+22.7%	Shares	Sole	2022-05-16
2021-12-31	$195,171	768	-49.1%	Shares	Sole	2022-02-15
2021-06-30	$368,847	1,510	-2.5%	Shares	Sole	2021-08-16
2021-03-31	$328,186	1,549	+52.8%	Shares	Sole	2021-10-07
2020-12-31	$225,645	1,014	+50.9%	Shares	Sole	2021-02-16
2020-09-30	$168,887	672	-73.0%	Shares	Sole	2020-11-17
2020-03-31	$358,366	2,489	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.