Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$243,449
-$120,184 QoQ
Shares Held
1,554
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,950
of 2,443 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CVA Family Office, LLC holds $3,711,444 across 59 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDFS |
Pdf Solutions Inc
|
17,774 | $1,258,221 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,361 | $333,680 | |
| 3 | DDOG |
Datadog, Inc.
|
1,106 | $287,958 | |
| 4 | UBER |
Uber Technologies, Inc
|
3,686 | $265,981 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,554 | $243,449 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,080 | $241,866 | |
| 7 | PAYX |
Paychex Inc
|
2,383 | $234,320 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
480 | $180,153 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,449 | 1,554 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $363,633 | 1,948 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $411,140 | 1,552 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $402,189 | 1,697 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $481,025 | 1,764 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $505,858 | 1,885 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $603,131 | 1,804 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $441,767 | 1,614 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $381,022 | 1,482 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $428,880 | 1,424 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $373,395 | 1,419 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $287,744 | 1,419 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $285,201 | 1,350 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $240,734 | 1,205 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $67,488 | 509 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $47,467 | 330 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $279,082 | 1,691 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $454,152 | 2,139 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $436,341 | 1,717 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $2,440 | 9 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $419,655 | 1,718 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $98,307 | 464 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,002 | 9 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,261 | 9 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||