Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$808,522
-$3,379,606 QoQ
Shares Held
5,161
-77.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,322
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2025CallValue
$54,538
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, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. CRM ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in CRM
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,522 | 5,161 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,188,128 | 22,436 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,879,801 | 7,096 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,692,417 | 7,141 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,756,123 | 6,440 | Shares | Sole | 2025-07-23 | |
| 2025-06-30 | $54,538 | 200 | Call | Sole | 2025-07-23 | |
| 2025-03-31 | $26,836 | 100 | Call | Sole | 2025-05-01 | |
| 2025-03-31 | $5,813,214 | 21,662 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,675,586 | 16,976 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $33,433 | 100 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $4,853,152 | 17,731 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,562,167 | 99,425 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $257,100 | 1,000 | Call | Sole | 2024-07-17 | |
| 2024-06-30 | $102,840 | 400 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $27,458,881 | 91,171 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $24,842,784 | 94,409 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $23,259,271 | 114,702 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $24,290,674 | 114,980 | Shares | Sole | 2023-08-03 | |
| 2023-06-30 | $147,882 | 700 | Call | Sole | 2023-08-03 | |
| 2023-03-31 | $24,668,035 | 123,476 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,538,348 | 124,733 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $18,079,393 | 125,691 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $20,472,716 | 124,047 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,340,272 | 25,152 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,120,973 | 20,151 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,014,574 | 22,176 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,251,805 | 21,500 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,187 | 100 | Call | Sole | 2021-05-18 | |
| 2021-03-31 | $4,424,057 | 20,881 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $4,859,832 | 21,839 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $8,598,159 | 34,212 | Shares | Sole | 2020-10-26 | |
| 2020-09-30 | $25,132 | 100 | Call | Sole | 2020-10-26 | |
| 2020-06-30 | $1,711,634 | 9,137 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,388,255 | 9,642 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||