Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$105,412,439
+$104,485,625 QoQ
Shares Held
672,874
+13452.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#2
of 208 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.03284418776769499.ToString("F0")%
Shared 0.ToString("F0")%
None 99.9671558122323.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$268,649
PutShares
892
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, 2026Curated Wealth Partners LLC holds $736,635,386 across 26 Software - Application names. CRM ranks #3 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
527,268 | $197,894,224 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
1,120,357 | $137,859,928 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
672,874 | $105,412,439 | |
| 4 | ADBE |
Adobe Inc.
|
279,696 | $57,343,273 | |
| 5 | DDOG |
Datadog, Inc.
|
207,512 | $54,027,822 | |
| 6 | ADSK |
Autodesk, Inc.
|
233,961 | $45,486,697 | |
| 7 | ADP |
Automatic Data Processing Inc
|
154,943 | $34,699,484 | |
| 8 | INTU |
Intuit Inc.
|
123,040 | $32,113,440 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,412,439 | 672,874 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $926,814 | 4,965 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,247,725 | 4,710 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,042,800 | 4,400 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $969,684 | 3,556 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $348,599 | 1,299 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $314,604 | 941 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $257,013 | 939 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $240,388 | 935 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $268,649 | 892 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $298,400 | 1,134 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $227,721 | 1,123 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $292,595 | 1,385 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $276,695 | 1,385 | Shares | Other | 2023-04-27 | |
| 2022-09-30 | $251,144 | 1,746 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $288,159 | 1,746 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $345,869 | 1,629 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $413,977 | 1,629 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $441,817 | 1,629 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $397,671 | 1,628 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $350,221 | 1,653 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $473,988 | 2,130 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||