Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$855,520
-$361,755 QoQ
Shares Held
5,461
-16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,294
of 2,443 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Sep 30, 2025CallValue
$47,400
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $7,487,292 across 11 Software - Application names. CRM ranks #2 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
4,651 | $953,548 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,461 | $855,520 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,585 | $852,318 | |
| 4 | SNOW |
Snowflake Inc.
|
3,132 | $797,094 | |
| 5 | CVLT |
Commvault Systems Inc
|
5,429 | $769,452 | |
| 6 | YOU |
Clear Secure, Inc.
|
11,880 | $662,072 | |
| 7 | ADSK |
Autodesk, Inc.
|
3,384 | $657,917 | |
| 8 | UBER |
Uber Technologies, Inc
|
8,062 | $581,753 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,520 | 5,461 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,217,275 | 6,521 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $1,746,021 | 6,591 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $47,400 | 200 | Call | Sole | 2026-07-14 | |
| 2025-09-30 | $1,712,088 | 7,224 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $1,339,725 | 4,913 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $2,053,759 | 7,653 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $2,587,045 | 7,738 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $2,194,059 | 8,016 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $1,006,546 | 3,915 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,179,119 | 3,915 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $912,832 | 3,469 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||