Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$115,771
-$10,604 QoQ
Shares Held
739
+9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,127
of 2,457 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HIGHLINE WEALTH PARTNERS LLC holds $1,574,294 across 38 Software - Application names. CRM ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
1,477 | $385,497 | |
| 2 | TTAN |
ServiceTitan, Inc.
|
5,400 | $381,834 | |
| 3 | PCOR |
Procore Technologies, Inc.
|
3,222 | $130,877 | |
| 4 | SHOP |
Shopify Inc.
|
1,114 | $127,196 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
739 | $115,771 | |
| 6 | SNOW |
Snowflake Inc.
|
353 | $89,838 | |
| 7 | ADP |
Automatic Data Processing Inc
|
363 | $81,293 | |
| 8 | ADBE |
Adobe Inc.
|
197 | $40,388 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,771 | 739 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $126,375 | 677 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $167,158 | 631 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $155,709 | 657 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $267,236 | 980 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $260,577 | 971 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $329,315 | 985 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $264,951 | 968 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $146,547 | 570 | Shares | Sole | 2024-10-28 | |
| 2024-03-31 | $178,298 | 592 | Shares | Sole | 2024-10-28 | |
| 2023-12-31 | $143,148 | 544 | Shares | Sole | 2024-10-29 | |
| 2023-09-30 | $104,837 | 517 | Shares | Sole | 2024-10-29 | |
| 2023-06-30 | $37,815 | 179 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $35,760 | 179 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $23,733 | 179 | Shares | Sole | 2024-10-29 | |
| 2022-09-30 | $32,939 | 229 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||