Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$466,220
-$18,001 QoQ
Shares Held
2,976
+14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,602
of 2,451 holders
Holding Since
Jun 2024
9 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, 2026Silver Coast Investments LLC holds $768,229 across 2 Software - Application names. CRM ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,976 | $466,220 | |
| 2 | NOW |
ServiceNow, Inc.
|
3,042 | $302,009 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,220 | 2,976 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $484,221 | 2,594 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $605,849 | 2,287 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $532,302 | 2,246 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $563,650 | 2,067 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $517,398 | 1,928 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $617,173 | 1,846 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $535,103 | 1,955 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $492,346 | 1,915 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||