Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$719,382
-$79,192 QoQ
Shares Held
4,592
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,376
of 2,457 holders
Holding Since
Dec 2024
7 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, 2026WINCAP FINANCIAL LLC holds $719,382 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,592 | $719,382 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,382 | 4,592 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $798,574 | 4,278 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,023,877 | 3,865 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,001,088 | 4,224 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,073,307 | 3,936 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,024,330 | 3,817 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,337,988 | 4,002 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||