Position in CRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,787,882
-$7,464,771 QoQ
Shares Held
24,179
-59.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#734
of 2,461 holders
Holding Since
Mar 2020
26 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 Dec 31, 2021CallValue
$101,652
CallShares
400
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, 2026Kingsview Wealth Management, LLC holds $32,821,117 across 18 Software - Application names. CRM ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
29,366 | $6,576,515 | |
| 2 | SSNC |
SS&C Technologies Holdings Inc
|
80,448 | $4,991,798 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
24,179 | $3,787,882 | |
| 4 | NOW |
ServiceNow, Inc.
|
36,656 | $3,639,207 | |
| 5 | SHOP |
Shopify Inc.
|
26,821 | $3,062,421 | |
| 6 | PAYX |
Paychex Inc
|
29,426 | $2,893,458 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,984 | $1,802,845 | |
| 8 | DDOG |
Datadog, Inc.
|
5,200 | $1,353,872 |
All Filings in CRM
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,787,882 | 24,179 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $11,252,653 | 60,281 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,573,988 | 51,240 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $11,122,410 | 46,930 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $45,127,194 | 165,489 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $40,916,044 | 152,467 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $44,839,335 | 134,117 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $35,917,594 | 131,225 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $29,748,526 | 115,708 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,071,180 | 93,204 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $22,296,378 | 84,732 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $14,480,519 | 71,410 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $13,305,999 | 62,984 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $12,149,220 | 60,813 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,200,552 | 69,391 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,648,357 | 25,364 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $8,676,647 | 52,573 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $11,629,827 | 54,775 | Shares | Defined | 2024-02-08 | |
| 2021-12-31 | $4,912,332 | 19,330 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $101,652 | 400 | Call | Sole | 2022-02-17 | |
| 2021-09-30 | $4,972,546 | 18,334 | Shares | Defined | 2021-12-03 | |
| 2021-06-30 | $4,192,893 | 17,165 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $2,778,462 | 13,114 | Shares | Defined | 2021-05-24 | |
| 2021-03-31 | $2,000 | 500 | Call | Sole | 2021-05-24 | |
| 2020-12-31 | $2,518,372 | 11,317 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,212,369 | 8,803 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,761,276 | 9,402 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,189,850 | 8,264 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||