Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,371,558
-$422,340 QoQ
Shares Held
8,755
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,095
of 2,451 holders
Holding Since
Sep 2020
24 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, 2026TLWM holds $1,371,558 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
8,755 | $1,371,558 |
All Filings in CRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371,558 | 8,755 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,793,898 | 9,610 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,416,244 | 9,121 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,181,585 | 9,205 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,880,470 | 6,896 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,835,045 | 6,838 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,236,333 | 6,689 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,756,397 | 6,417 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,287,299 | 5,007 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,486,022 | 4,934 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,792,772 | 6,813 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,376,876 | 6,790 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,388,611 | 6,573 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,296,172 | 6,488 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $760,403 | 5,735 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,088,961 | 63,188 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,084,807 | 6,573 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,406,832 | 6,626 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,232,530 | 4,850 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,269,852 | 4,682 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,093,352 | 4,476 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $676,712 | 3,194 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $686,505 | 3,085 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $771,803 | 3,071 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||