Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$598,597
-$289,765 QoQ
Shares Held
3,821
-19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,481
of 2,451 holders
Holding Since
Dec 2020
22 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 Mar 31, 2026CallValue
$5,036
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, 2026Interchange Capital Partners, LLC holds $8,090,381 across 16 Software - Application names. CRM ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
15,600 | $1,548,768 | |
| 2 | SHOP |
Shopify Inc.
|
10,357 | $1,182,562 | |
| 3 | FICO |
Fair Isaac Corp
|
720 | $860,241 | |
| 4 | DDOG |
Datadog, Inc.
|
2,709 | $705,315 | |
| 5 | SNOW |
Snowflake Inc.
|
2,568 | $653,556 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,821 | $598,597 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,335 | $384,973 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
970 | $364,060 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,597 | 3,821 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,036 | 200 | Call | Sole | 2026-04-24 | |
| 2026-03-31 | $888,362 | 4,759 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,370,909 | 5,175 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,163,196 | 4,908 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,255,192 | 4,603 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,185,614 | 4,418 | Shares | Sole | 2025-04-30 | |
| 2025-03-31 | $5,036 | 200 | Call | Sole | 2025-04-30 | |
| 2024-12-31 | $1,359,385 | 4,066 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,198,849 | 4,380 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,284,728 | 4,997 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $778,249 | 2,584 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $747,054 | 2,839 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $636,323 | 3,138 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $540,614 | 2,559 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $872,639 | 4,368 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $294,614 | 2,222 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $291,851 | 2,029 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $331,565 | 2,009 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $365,827 | 1,723 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $448,869 | 1,655 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $422,098 | 1,728 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $395,773 | 1,868 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $441,499 | 1,984 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||