Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$737,711
-$190,038 QoQ
Shares Held
4,709
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,362
of 2,451 holders
Holding Since
Jun 2023
13 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $17,991,384 across 8 Software - Application names. CRM ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
193,704 | $13,977,680 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
22,298 | $1,576,691 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,709 | $737,711 | |
| 4 | SHOP |
Shopify Inc.
|
5,286 | $603,555 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,307 | $526,878 | |
| 6 | GRAB |
Grab Holdings Ltd
|
61,600 | $232,232 | |
| 7 | MITK |
Mitek Systems Inc
|
11,338 | $228,233 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
16,755 | $108,404 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $737,711 | 4,709 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $927,749 | 4,970 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,370,114 | 5,172 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,284,303 | 5,419 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,489,978 | 5,464 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,508,988 | 5,623 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,840,820 | 5,506 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,489,803 | 5,443 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,459,556 | 5,677 | Shares | Sole | 2024-09-09 | |
| 2024-03-31 | $1,636,913 | 5,435 | Shares | Sole | 2024-06-24 | |
| 2023-12-31 | $1,512,002 | 5,746 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $1,638,867 | 8,082 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,737,190 | 8,223 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||