Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,279,436
-$3,335,296 QoQ
Shares Held
6,854
-60.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$635
PutShares
3
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, 2026Kovack Advisors, Inc. holds $27,221,375 across 17 Software - Application names. CRM ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
52,385 | $6,213,908 | |
| 2 | NOW |
ServiceNow, Inc.
|
48,043 | $5,022,895 | |
| 3 | MSTR |
Strategy Inc
|
31,523 | $3,934,070 | |
| 4 | MITK |
Mitek Systems Inc
|
171,690 | $2,317,815 | |
| 5 | CRNC |
Cerence Inc.
|
253,386 | $1,598,865 | |
| 6 | UBER |
Uber Technologies, Inc
|
22,072 | $1,587,638 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
6,854 | $1,279,436 | |
| 8 | SNOW |
Snowflake Inc.
|
8,114 | $1,223,753 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,279,436 | 6,854 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,614,732 | 17,420 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,930,268 | 12,364 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,315,637 | 12,159 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,966,451 | 11,054 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,367,706 | 10,073 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,521,690 | 9,213 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,934,163 | 7,523 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $3,388,877 | 11,252 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,108,999 | 11,815 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,340,892 | 11,544 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,390,618 | 11,316 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,572,068 | 7,869 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,181,907 | 8,914 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,841,008 | 12,799 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,242,563 | 13,588 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,757,187 | 12,986 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,408,391 | 13,412 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $4,354,979 | 16,057 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $4,183,123 | 17,125 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,928,705 | 18,543 | Shares | Sole | 2021-05-04 | |
| 2021-03-31 | $635 | 3 | Put | Sole | 2021-05-04 | |
| 2020-12-31 | $3,566,710 | 16,028 | Shares | Sole | 2021-01-14 | |
| 2020-12-31 | $667 | 3 | Put | Sole | 2021-01-14 | |
| 2020-09-30 | $2,477,512 | 9,858 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,901,212 | 10,149 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,488,465 | 10,338 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||