Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,874,984
-$1,150,883 QoQ
Shares Held
50,268
+4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#516
of 2,414 holders
Holding Since
Dec 2020
21 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
$46,998
CallShares
300
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, 2026HUB Investment Partners, LLC holds $52,687,505 across 29 Software - Application names. CRM ranks #1 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
50,268 | $7,874,984 | |
| 2 | SHOP |
Shopify Inc.
|
56,203 | $6,417,258 | |
| 3 | UBER |
Uber Technologies, Inc
|
84,232 | $6,078,181 | |
| 4 | PAYC |
Paycom Software, Inc.
|
44,435 | $5,584,590 | |
| 5 | SNOW |
Snowflake Inc.
|
20,107 | $5,117,231 | |
| 6 | ADBE |
Adobe Inc.
|
23,191 | $4,754,618 | |
| 7 | IDCC |
InterDigital, Inc.
|
16,254 | $4,601,995 | |
| 8 | NOW |
ServiceNow, Inc.
|
19,881 | $1,973,785 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,874,984 | 50,268 | Shares | Sole | 2026-07-31 | |
| 2026-06-30 | $46,998 | 300 | Call | Sole | 2026-07-31 | |
| 2026-03-31 | $56,001 | 300 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $9,025,867 | 48,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,721,915 | 6,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $14,579,851 | 55,037 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,208,700 | 5,100 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $13,000,161 | 54,853 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,118,029 | 4,100 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $18,053,714 | 66,206 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,605,757 | 65,605 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $322,032 | 1,200 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $334,330 | 1,000 | Call | Sole | 2025-02-11 | |
| 2024-12-31 | $22,001,254 | 65,807 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $301,081 | 1,100 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $19,583,950 | 71,550 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,589,358 | 72,304 | Shares | Sole | 2024-08-09 | |
| 2024-06-30 | $154,260 | 600 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $21,704,837 | 72,066 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,571,631 | 70,577 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $927,921 | 4,576 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $845,462 | 4,002 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $829,686 | 4,153 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $589,600 | 4,099 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $256,694 | 1,209 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $424,142 | 1,669 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $566,578 | 2,089 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $507,104 | 2,076 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $421,833 | 1,991 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $252,126 | 1,133 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||