Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,300
-$75,555 QoQ
Shares Held
353
-49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,192
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026Tripletail Wealth Management, LLC holds $260,637 across 10 Software - Application names. CRM ranks #3 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASUR |
Asure Software Inc
|
10,210 | $81,067 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
153 | $57,423 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
353 | $55,300 | |
| 4 | SNOW |
Snowflake Inc.
|
100 | $25,450 | |
| 5 | ADSK |
Autodesk, Inc.
|
89 | $17,303 | |
| 6 | ROP |
Roper Technologies Inc
|
33 | $11,166 | |
| 7 | ADBE |
Adobe Inc.
|
38 | $7,790 | |
| 8 | ADP |
Automatic Data Processing Inc
|
14 | $3,135 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,300 | 353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $130,855 | 701 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $180,668 | 682 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $179,646 | 758 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $274,326 | 1,006 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||