Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,255,238
-$771,793 QoQ
Shares Held
20,779
-3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.22%
of 13F equity value
Holder Rank
#778
of 2,451 holders
Holding Since
Sep 2022
16 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, 2026CEERA INVESTMENTS, LLC holds $26,143,111 across 9 Software - Application names. CRM ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDAY |
Workday, Inc.
|
33,009 | $4,040,961 | |
| 2 | FICO |
Fair Isaac Corp
|
3,106 | $3,710,986 | |
| 3 | PAYX |
Paychex Inc
|
33,929 | $3,336,238 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
20,779 | $3,255,238 | |
| 5 | INTU |
Intuit Inc.
|
10,600 | $2,766,600 | |
| 6 | ADBE |
Adobe Inc.
|
13,050 | $2,675,511 | |
| 7 | DOCU |
Docusign, Inc.
|
57,627 | $2,559,791 | |
| 8 | UBER |
Uber Technologies, Inc
|
30,646 | $2,211,415 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,255,238 | 20,779 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,027,031 | 21,573 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,434,628 | 20,515 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,168,259 | 21,807 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,243,782 | 22,897 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,230,514 | 23,217 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,755,787 | 23,198 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,435,743 | 23,513 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,164,743 | 23,978 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,292,471 | 24,213 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,909,462 | 30,058 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,124,564 | 30,203 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,422,937 | 30,403 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $6,074,910 | 30,408 | Shares | Sole | 2023-09-27 | |
| 2022-12-31 | $3,851,209 | 29,046 | Shares | Sole | 2023-10-02 | |
| 2022-09-30 | $3,006,256 | 20,900 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||