Sunpointe, LLC

Position in CRM — Salesforce, Inc.

CIK 2012181 ST. LOUIS, MO

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$243,762

-$174,565 QoQ

Shares Held

1,556

-30.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,953

of 2,450 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sunpointe, LLC holds $1,976,533 across 5 Software - Application names. CRM ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,199	$716,416
2	PAYX	Paychex Inc	6,168	$606,499
3	CRM	Salesforce, Inc. This page	1,556	$243,762
4	SAP	Sap SE	1,355	$208,819
5	UBER	Uber Technologies, Inc	2,786	$201,037

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,762	1,556	-30.6%	Shares	Defined	2026-07-24
2026-03-31	$418,327	2,241	-1.7%	Shares	Sole	2026-04-21
2025-12-31	$603,994	2,280	+13.2%	Shares	Defined	2026-01-23
2025-09-30	$477,555	2,015	-9.9%	Shares	Defined	2025-11-12
2025-06-30	$610,007	2,237	+47.9%	Shares	Defined	2025-07-09
2025-03-31	$406,028	1,513	-12.9%	Shares	Defined	2025-05-07
2024-12-31	$581,065	1,738	+2.5%	Shares	Defined	2025-02-03
2024-09-30	$463,938	1,695	-4.7%	Shares	Defined	2024-10-16
2024-06-30	$457,380	1,779	+2.3%	Shares	Defined	2024-07-22
2024-03-31	$523,752	1,739	-0.1%	Shares	Defined	2024-04-15
2023-12-31	$458,126	1,741	—	Shares	Defined	2024-02-20
No filing history on record for this holder in this stock.