Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,471
-$132,457 QoQ
Shares Held
2,218
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,753
of 2,451 holders
Holding Since
Dec 2023
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, 2026Summa Corp. holds $2,218,507 across 2 Software - Application names. CRM ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
25,929 | $1,871,036 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,218 | $347,471 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,471 | 2,218 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $479,928 | 2,571 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $717,641 | 2,709 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $421,860 | 1,780 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $485,388 | 1,780 | Shares | Sole | 2025-07-25 | |
| 2024-06-30 | $276,382 | 1,075 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $323,768 | 1,075 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $282,612 | 1,074 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||