Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$62,756,115
-$44,891,246 QoQ
Shares Held
400,588
-30.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#169
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IEQ CAPITAL, LLC holds $711,692,728 across 79 Software - Application names. CRM ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
414,553 | $105,503,738 | |
| 2 | DDOG |
Datadog, Inc.
|
250,859 | $65,313,648 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
400,588 | $62,756,115 | |
| 4 | TEAM |
Atlassian Corp
|
621,954 | $48,381,800 | |
| 5 | CHYM |
Chime Financial, Inc.
|
2,291,398 | $46,927,831 | |
| 6 | UPBD |
Upbound Group, Inc.
|
1,770,257 | $37,564,853 | |
| 7 | ZM |
Zoom Communications, Inc.
|
314,566 | $27,150,191 | |
| 8 | WLTH |
Wealthfront Corp
|
2,763,569 | $24,706,306 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,756,115 | 400,588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $107,647,361 | 576,672 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $145,891,499 | 550,721 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,682,188 | 534,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $99,248,524 | 363,961 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $98,451,085 | 366,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $107,272,788 | 320,859 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $103,497,687 | 378,129 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $97,436,014 | 378,981 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $123,008,537 | 408,422 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $106,339,609 | 404,118 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $81,189,461 | 400,382 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $82,746,105 | 391,679 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $90,795,613 | 454,478 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $66,279,751 | 499,885 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $66,681,634 | 463,582 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $92,431,146 | 560,053 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $118,554,603 | 558,377 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $138,787,508 | 546,128 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $113,764,585 | 419,455 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $32,999,654 | 135,095 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $24,742,178 | 116,780 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $22,236,755 | 99,927 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $25,940,747 | 103,218 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $19,005,377 | 101,454 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $11,581,606 | 80,439 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||