Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,997,023
+$1,490,304 QoQ
Shares Held
51,047
+107.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#516
of 2,451 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$348
PutShares
200
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, 2026Diversify Advisory Services, LLC holds $115,497,164 across 30 Software - Application names. CRM ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
122,737 | $31,236,566 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,190 | $26,328,063 | |
| 3 | UBER |
Uber Technologies, Inc
|
180,048 | $12,992,263 | |
| 4 | ADP |
Automatic Data Processing Inc
|
36,413 | $8,154,691 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
51,047 | $7,997,023 | |
| 6 | INTU |
Intuit Inc.
|
25,350 | $6,616,350 | |
| 7 | SHOP |
Shopify Inc.
|
51,757 | $5,909,614 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
8,085 | $3,034,462 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,997,023 | 51,047 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $348 | 200 | Put | Sole | 2026-08-10 | |
| 2025-12-31 | $6,506,719 | 24,562 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,470,154 | 14,642 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,278,824 | 12,024 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,409,067 | 8,977 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,460,000 | 7,358 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,679,073 | 9,788 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,712,781 | 14,441 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,422,362 | 21,324 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||