Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$414,679
-$43,595 QoQ
Shares Held
2,647
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,663
of 2,451 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$62,664
CallShares
400
PutValue
$0
PutShares
0
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, 2026ZEGA Investments, LLC holds $5,562,196 across 7 Software - Application names. CRM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,553 | $2,587,294 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
2,637 | $989,718 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,703 | $466,913 | |
| 4 | ADBE |
Adobe Inc.
|
2,133 | $437,307 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
2,647 | $414,679 | |
| 6 | INTU |
Intuit Inc.
|
1,500 | $391,500 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,808 | $274,785 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,664 | 400 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $414,679 | 2,647 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $74,668 | 400 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $458,274 | 2,455 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $641,876 | 2,423 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $551,736 | 2,328 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||