Navalign, LLC

Position in CRM — Salesforce, Inc.

CIK 1820593 ENCINO, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,318,293

+$102,138 QoQ

Shares Held

8,415

+29.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#1,107

of 2,451 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Navalign, LLC holds $5,698,411 across 6 Software - Application names. CRM ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	25,213	$1,819,370
2	CRM	Salesforce, Inc. This page	8,415	$1,318,293
3	NOW	ServiceNow, Inc.	13,017	$1,292,327
4	ADSK	Autodesk, Inc.	3,106	$603,868
5	RSSS	Research Solutions, Inc.	196,126	$455,012
6	PAYX	Paychex Inc	2,131	$209,541

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,318,293	8,415	+29.2%	Shares	Sole	2026-07-28
2026-03-31	$1,216,155	6,515	+1.2%	Shares	Sole	2026-04-29
2025-12-31	$1,705,490	6,438	+4.9%	Shares	Sole	2026-02-05
2025-09-30	$1,454,232	6,136	-17.0%	Shares	Sole	2025-11-13
2025-06-30	$2,017,087	7,397	-4.1%	Shares	Sole	2025-08-05
2025-03-31	$2,069,592	7,712	-1.2%	Shares	Sole	2025-04-30
2024-12-31	$2,609,445	7,805	-2.6%	Shares	Sole	2025-02-18
2024-09-30	$2,194,333	8,017	+1.0%	Shares	Sole	2024-11-01
2024-06-30	$2,040,345	7,936	+3.7%	Shares	Sole	2024-07-30
2024-03-31	$2,304,629	7,652	-3.1%	Shares	Sole	2024-04-12
2023-12-31	$2,077,490	7,895	-2.5%	Shares	Sole	2024-01-18
2023-09-30	$1,641,706	8,096	-2.2%	Shares	Sole	2023-10-11
2023-06-30	$1,749,232	8,280	+0.2%	Shares	Sole	2023-07-14
2023-03-31	$1,650,981	8,264	+29.6%	Shares	Sole	2023-04-20
2022-12-31	$845,393	6,376	-19.3%	Shares	Sole	2023-02-07
2022-09-30	$1,135,760	7,896	+12.9%	Shares	Sole	2022-11-03
2022-06-30	$1,154,289	6,994	-9.8%	Shares	Sole	2022-07-27
2022-03-31	$1,646,541	7,755	+4.0%	Shares	Sole	2022-04-29
2021-12-31	$1,894,539	7,455	-1.9%	Shares	Sole	2022-02-08
2021-09-30	$2,060,729	7,598	-0.9%	Shares	Sole	2021-11-03
2021-06-30	$1,873,062	7,668	+2.9%	Shares	Sole	2021-08-13
2021-03-31	$1,579,278	7,454	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.