Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$35,485,056
+$23,707,486 QoQ
Shares Held
226,510
+259.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#7
of 250 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $229,985,201 across 65 Software - Application names. CRM ranks #1 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
226,510 | $35,485,056 | |
| 2 | INTU |
Intuit Inc.
|
109,433 | $28,562,013 | |
| 3 | UBER |
Uber Technologies, Inc
|
207,539 | $14,976,014 | |
| 4 | HUBS |
Hubspot Inc
|
61,740 | $11,268,167 | |
| 5 | ADBE |
Adobe Inc.
|
50,053 | $10,261,866 | |
| 6 | PCOR |
Procore Technologies, Inc.
|
238,871 | $9,702,940 | |
| 7 | ZM |
Zoom Communications, Inc.
|
108,775 | $9,388,370 | |
| 8 | NOW |
ServiceNow, Inc.
|
86,658 | $8,603,406 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,485,056 | 226,510 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $11,777,570 | 63,093 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $14,463,399 | 61,027 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,294,137 | 52,419 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,160,113 | 26,681 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,069,761 | 18,155 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $1,617,336 | 5,370 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $3,176,751 | 15,666 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,198,055 | 5,671 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $2,457,650 | 17,086 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $1,079,196 | 6,539 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $617,839 | 2,278 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,088,264 | 8,549 | Shares | Sole | 2021-08-26 | |
| No filing history on record for this holder in this stock. | ||||||