Agate Pass Investment Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1900409
BAINBRIDGE ISLAND, WA
Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$340,108
-$724,284 QoQ
Shares Held
2,171
-61.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,774
of 2,451 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Agate Pass Investment Management, LLC holds $2,087,365 across 2 Software - Application names. CRM ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
7,802 | $1,747,257 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,171 | $340,108 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,108 | 2,171 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,064,392 | 5,702 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,249,085 | 8,490 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,945,296 | 8,208 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,005,589 | 11,022 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,303,870 | 8,585 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $2,414,196 | 7,221 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,369,644 | 5,004 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||