Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,586,691
-$133,259 QoQ
Shares Held
29,278
+15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#667
of 2,451 holders
Holding Since
Jun 2020
21 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 Jun 30, 2024CallValue
$4,935
CallShares
100
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $35,888,166 across 27 Software - Application names. CRM ranks #3 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
80,648 | $5,819,559 | |
| 2 | ADP |
Automatic Data Processing Inc
|
23,031 | $5,157,792 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
29,278 | $4,586,691 | |
| 4 | YOU |
Clear Secure, Inc.
|
54,504 | $3,037,507 | |
| 5 | SNOW |
Snowflake Inc.
|
9,458 | $2,407,061 | |
| 6 | SHOP |
Shopify Inc.
|
18,414 | $2,102,510 | |
| 7 | NOW |
ServiceNow, Inc.
|
20,270 | $2,012,405 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
20,093 | $1,420,776 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,586,691 | 29,278 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,719,950 | 25,285 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,197,198 | 12,069 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,393,323 | 5,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $835,794 | 3,065 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $953,214 | 3,552 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $5,331,226 | 15,946 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $4,978,784 | 18,190 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $4,935 | 100 | Call | Sole | 2026-02-03 | |
| 2024-03-31 | $378,884 | 1,258 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $207,880 | 790 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,265,955 | 6,243 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $363,789 | 1,722 | Shares | Sole | 2023-08-14 | |
| 2022-03-31 | $482,178 | 2,271 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,172,555 | 4,614 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,242,458 | 4,581 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,020,071 | 4,176 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $879,896 | 4,153 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,255,736 | 5,643 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,350,593 | 5,374 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $628,866 | 3,357 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||