Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$166,216
-$167,549 QoQ
Shares Held
1,061
-40.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,084
of 2,451 holders
Holding Since
Dec 2024
6 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, 2026VEGA INVESTMENT SOLUTIONS holds $2,728,271 across 8 Software - Application names. CRM ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
5,214 | $1,956,918 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,885 | $208,181 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
1,061 | $166,216 | |
| 4 | INTU |
Intuit Inc.
|
570 | $148,770 | |
| 5 | ADBE |
Adobe Inc.
|
446 | $91,438 | |
| 6 | NOW |
ServiceNow, Inc.
|
901 | $89,451 | |
| 7 | MSTR |
Strategy Inc
|
627 | $54,505 | |
| 8 | DOCU |
Docusign, Inc.
|
288 | $12,792 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,216 | 1,061 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $333,765 | 1,788 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,271,038 | 4,798 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $4,989,408 | 18,297 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,592,709 | 28,293 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,640,500 | 13,880 | Shares | Defined | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||