Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,949,476
-$1,245,159 QoQ
Shares Held
37,977
-1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#590
of 2,457 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Blue Zone Wealth Advisors, LLC holds $9,788,027 across 2 Software - Application names. CRM ranks #1 (60.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
37,977 | $5,949,476 | |
| 2 | U |
Unity Software Inc.
|
134,309 | $3,838,551 |
All Filings in CRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,949,476 | 37,977 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $7,194,635 | 38,542 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,158,503 | 38,347 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $9,037,995 | 38,135 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,272,096 | 26,668 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $6,641,373 | 24,748 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $7,821,316 | 23,394 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,361,020 | 23,240 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,800,947 | 22,563 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,447,880 | 24,729 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $7,002,418 | 26,611 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,373,872 | 26,501 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,610,220 | 26,556 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,280,185 | 26,430 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,506,475 | 26,446 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,770,621 | 26,214 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,482,321 | 27,159 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $5,697,607 | 26,835 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $6,119,704 | 24,081 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $6,477,547 | 23,883 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,237,393 | 21,441 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,250,535 | 20,062 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,066,958 | 18,276 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,046,747 | 4,165 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $972,617 | 5,192 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||