Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$7,997,023
-$421,794 QoQ
Shares Held
51,047
+13.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#517
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)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$31,332
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 WEALTH MANAGEMENT, 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
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,997,023 | 51,047 | Shares | Sole | 2026-07-30 | |
| 2026-06-30 | $31,332 | 200 | Put | Sole | 2026-07-30 | |
| 2026-03-31 | $8,418,817 | 45,100 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $362 | 200 | Put | Sole | 2026-05-01 | |
| 2025-12-31 | $5,569,732 | 21,025 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,285,617 | 30,741 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,050,899 | 29,524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,105,904 | 26,479 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,916,934 | 23,680 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,473,789 | 16,345 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,099,064 | 19,833 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||