Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,104,296
-$174,766 QoQ
Shares Held
7,049
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,164
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026REGATTA CAPITAL GROUP, LLC holds $4,160,826 across 7 Software - Application names. CRM ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
7,049 | $1,104,296 | |
| 2 | SHOP |
Shopify Inc.
|
6,953 | $793,893 | |
| 3 | ZM |
Zoom Communications, Inc.
|
8,104 | $699,456 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,395 | $605,783 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,472 | $552,471 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,492 | $346,685 | |
| 7 | RMNI |
Rimini Street, Inc.
|
13,672 | $58,242 |
All Filings in CRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,104,296 | 7,049 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,279,062 | 6,852 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,823,375 | 6,883 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,597,617 | 6,741 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,838,203 | 6,741 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,783,520 | 6,646 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,178,828 | 6,517 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,766,250 | 6,453 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,606,617 | 6,249 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,774,552 | 5,892 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,515,423 | 5,759 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,141,043 | 5,627 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,203,548 | 5,697 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,202,875 | 6,021 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $798,324 | 6,021 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,180,494 | 8,207 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,251,663 | 7,584 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,603,228 | 7,551 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,913,344 | 7,529 | Shares | Sole | 2022-02-23 | |
| No filing history on record for this holder in this stock. | ||||||