Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,045,078
-$1,216,580 QoQ
Shares Held
32,204
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#641
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$109,662
PutShares
700
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, 2026Venture Visionary Partners LLC holds $32,200,308 across 11 Software - Application names. CRM ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
91,569 | $10,455,348 | |
| 2 | NOW |
ServiceNow, Inc.
|
77,074 | $7,651,906 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
32,204 | $5,045,078 | |
| 4 | UBER |
Uber Technologies, Inc
|
31,816 | $2,295,842 | |
| 5 | UPBD |
Upbound Group, Inc.
|
91,367 | $1,938,807 | |
| 6 | SNOW |
Snowflake Inc.
|
6,395 | $1,627,527 | |
| 7 | ADBE |
Adobe Inc.
|
4,842 | $992,706 | |
| 8 | DAVE |
Dave Inc./DE
|
2,150 | $801,068 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,045,078 | 32,204 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $109,662 | 700 | Put | Sole | 2026-07-27 | |
| 2026-03-31 | $6,261,658 | 33,544 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $56,001 | 300 | Put | Sole | 2026-05-14 | |
| 2025-12-31 | $5,571,057 | 21,030 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,700 | 100 | Put | Sole | 2025-10-06 | |
| 2025-09-30 | $5,335,107 | 22,511 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $6,091,894 | 22,340 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $53,672 | 200 | Put | Sole | 2025-05-14 | |
| 2025-03-31 | $5,736,463 | 21,376 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,493,319 | 25,404 | Shares | Sole | 2025-07-14 | |
| 2024-09-30 | $6,334,196 | 23,142 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,986,573 | 23,285 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,896,419 | 22,898 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,161,423 | 23,415 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,478,285 | 17,153 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,893,099 | 18,428 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,811,402 | 19,078 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,386,354 | 17,998 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,625,223 | 18,251 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,766,542 | 22,822 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,804,376 | 22,628 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,537,746 | 21,791 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,791,089 | 21,352 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,284,371 | 5,258 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $4,682,115 | 22,099 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,728,317 | 21,248 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,039,969 | 16,075 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $3,011,329 | 16,075 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,565,926 | 10,876 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||