Modus Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1799284 EXCELSIOR, MN

Position in CRM

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$3,168,536

-$951,609 QoQ

Shares Held

16,974

+9.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.53%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Modus Advisors, LLC holds $7,948,486 across 3 Software - Application names. CRM ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	64,983	$4,674,227
2	CRM	Salesforce, Inc. This page	16,974	$3,168,536
3	MNTN	MNTN, Inc.	12,014	$105,723

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,168,536	16,974	+9.1%	Shares	Sole	2026-05-04
2025-12-31	$4,120,145	15,553	+8.9%	Shares	Sole	2026-02-11
2025-09-30	$3,384,834	14,282	-6.2%	Shares	Sole	2025-11-05
2025-06-30	$4,151,977	15,226	+2.9%	Shares	Sole	2025-07-07
2025-03-31	$3,970,654	14,796	+2.7%	Shares	Sole	2025-04-01
2024-12-31	$4,816,357	14,406	+0.4%	Shares	Sole	2025-01-03
2024-09-30	$3,926,917	14,347	+2.1%	Shares	Sole	2024-10-09
2024-06-30	$3,614,054	14,057	+11.5%	Shares	Sole	2024-07-02
2024-03-31	$3,795,470	12,602	+3.5%	Shares	Sole	2024-04-02
2023-12-31	$3,204,518	12,178	+2.2%	Shares	Sole	2024-01-04
2023-09-30	$2,416,732	11,918	-0.1%	Shares	Sole	2023-10-20
2023-06-30	$2,519,486	11,926	+1.5%	Shares	Sole	2023-07-05
2023-03-31	$2,347,015	11,748	-2.6%	Shares	Sole	2023-04-04
2022-12-31	$1,599,300	12,062	+20.2%	Shares	Sole	2023-01-05
2022-09-30	$1,443,722	10,037	+2.5%	Shares	Sole	2022-10-05
2022-06-30	$1,616,731	9,796	+9.8%	Shares	Sole	2022-07-05
2022-03-31	$1,894,743	8,924	+14.8%	Shares	Sole	2022-04-05
2021-12-31	$1,976,114	7,776	-3.6%	Shares	Sole	2022-01-04
2021-09-30	$2,187,931	8,067	+6.3%	Shares	Sole	2021-10-08
2021-06-30	$1,854,253	7,591	+1.4%	Shares	Sole	2021-07-01
2021-03-31	$1,585,635	7,484	+19.8%	Shares	Sole	2021-04-05
2020-12-31	$1,390,367	6,248	+43.2%	Shares	Sole	2021-01-08
2020-09-30	$1,096,509	4,363	+283.1%	Shares	Sole	2020-10-01
2020-06-30	$213,368	1,139	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.