Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$27,572
-$5,281 QoQ
Shares Held
176
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#876
of 968 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, 2026Kings Path Partners LLC holds $2,260,832 across 10 Software - Application names. CRM ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PDFS |
Pdf Solutions Inc
|
19,645 | $1,390,669 | |
| 2 | PEGA |
Pegasystems Inc
|
9,601 | $287,741 | |
| 3 | NCNO |
nCino, Inc.
|
17,215 | $281,465 | |
| 4 | WK |
Workiva Inc
|
4,360 | $211,503 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
176 | $27,572 | |
| 6 | IDCC |
InterDigital, Inc.
|
71 | $20,102 | |
| 7 | INTU |
Intuit Inc.
|
72 | $18,792 | |
| 8 | FIG |
Figma, Inc.
|
500 | $9,045 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,572 | 176 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $32,853 | 176 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $46,624 | 176 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $41,712 | 176 | Shares | Sole | 2026-07-13 | |
| 2025-06-30 | $47,993 | 176 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $47,231 | 176 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $58,842 | 176 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $48,172 | 176 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $45,249 | 176 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||