Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,448,713
-$708,766 QoQ
Shares Held
47,547
+8.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#533
of 2,451 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pallas Capital Advisors LLC holds $42,768,785 across 45 Software - Application names. CRM ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
112,947 | $8,150,255 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
47,547 | $7,448,713 | |
| 3 | NOW |
ServiceNow, Inc.
|
48,627 | $4,827,688 | |
| 4 | DDOG |
Datadog, Inc.
|
7,886 | $2,053,198 | |
| 5 | SNOW |
Snowflake Inc.
|
7,479 | $1,903,405 | |
| 6 | ZM |
Zoom Communications, Inc.
|
19,168 | $1,654,390 | |
| 7 | TEAM |
Atlassian Corp
|
19,770 | $1,537,908 | |
| 8 | ADP |
Automatic Data Processing Inc
|
6,776 | $1,517,485 |
All Filings in CRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,448,713 | 47,547 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,157,479 | 43,700 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,539,479 | 43,560 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,572,667 | 40,391 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,223,647 | 41,159 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $10,542,522 | 39,285 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $11,965,002 | 35,788 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,033,661 | 36,658 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $9,521,184 | 37,033 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $11,089,146 | 36,819 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $9,457,777 | 35,942 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $7,346,719 | 36,230 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $5,669,584 | 26,837 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,441,908 | 22,234 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,341,009 | 17,656 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,562,485 | 24,767 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,889,662 | 23,568 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,554,900 | 21,453 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,289,461 | 20,814 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $5,592,285 | 20,619 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,925,907 | 16,072 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,597,949 | 12,262 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||