Position in CRM
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$486,462
-$371,051 QoQ
Shares Held
2,606
-19.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 95.39524174980814.ToString("F0")%
Shared 0.ToString("F0")%
None 4.604758250191865.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026SmartHarvest Portfolios, LLC holds $3,494,555 across 11 Software - Application names. CRM ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
12,583 | $905,095 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,606 | $486,462 | |
| 3 | INTU |
Intuit Inc.
|
894 | $386,547 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,376 | $382,349 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,371 | $352,438 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,009 | $241,554 | |
| 7 | SAP |
Sap SE
|
1,321 | $226,168 | |
| 8 | ADBE |
Adobe Inc.
|
927 | $225,335 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,462 | 2,606 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $857,513 | 3,237 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||