Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$671,601
+$441,917 QoQ
Shares Held
4,287
+524.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,424
of 2,451 holders
Holding Since
Jun 2020
14 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, 2026ELEMENT POINTE ADVISORS, LLC holds $4,865,388 across 7 Software - Application names. CRM ranks #5 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
11,220 | $1,281,099 | |
| 2 | SNOW |
Snowflake Inc.
|
3,856 | $981,352 | |
| 3 | DDOG |
Datadog, Inc.
|
3,116 | $811,281 | |
| 4 | WDAY |
Workday, Inc.
|
5,746 | $703,425 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,287 | $671,601 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,750 | $372,300 | |
| 7 | LPSN |
Liveperson Inc
|
23,332 | $44,330 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,601 | 4,287 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $229,684 | 687 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $229,800 | 763 | Shares | Sole | 2024-08-21 | |
| 2023-12-31 | $234,457 | 891 | Shares | Sole | 2024-08-21 | |
| 2022-09-30 | $449,212 | 3,123 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $570,873 | 3,459 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,128,268 | 5,314 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,710,803 | 6,732 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,760,217 | 6,490 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,586,533 | 6,495 | Shares | Sole | 2021-09-27 | |
| 2021-03-31 | $1,258,719 | 5,941 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,019,854 | 4,583 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,086,456 | 4,323 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $799,524 | 4,268 | Shares | Sole | 2020-08-03 | |
| No filing history on record for this holder in this stock. | ||||||