Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$848,940
-$135,557 QoQ
Shares Held
5,419
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,300
of 2,451 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026CallValue
$31,332
CallShares
200
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, 2026Apella Capital, LLC holds $8,689,339 across 9 Software - Application names. CRM ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
28,058 | $2,421,685 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,292 | $1,633,043 | |
| 3 | BILL |
BILL Holdings, Inc.
|
42,226 | $1,526,892 | |
| 4 | TYL |
Tyler Technologies Inc
|
3,424 | $1,001,383 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
5,419 | $848,940 | |
| 6 | ADBE |
Adobe Inc.
|
2,433 | $498,813 | |
| 7 | SHOP |
Shopify Inc.
|
2,285 | $260,901 | |
| 8 | SAP |
Sap SE
|
1,661 | $255,976 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,332 | 200 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $848,940 | 5,419 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $984,497 | 5,274 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,422,831 | 5,371 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,241,643 | 5,239 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,438,439 | 5,275 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,495,033 | 5,571 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,830,456 | 5,475 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,497,741 | 5,472 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,385,769 | 5,390 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,625,468 | 5,397 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,430,692 | 5,437 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||