Nautilus Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 2083253 La Jolla, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$956,565

-$251,189 QoQ

Shares Held

6,106

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#1,248

of 2,451 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nautilus Advisors LLC holds $3,037,152 across 5 Software - Application names. CRM ranks #1 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	6,106	$956,565
2	ADP	Automatic Data Processing Inc	3,426	$767,252
3	UBER	Uber Technologies, Inc	10,454	$754,360
4	SHOP	Shopify Inc.	3,087	$352,473
5	NOW	ServiceNow, Inc.	2,080	$206,502

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,565	6,106	-5.6%	Shares	Sole	2026-07-14
2026-03-31	$1,207,754	6,470	-3.3%	Shares	Sole	2026-04-17
2025-12-31	$1,771,982	6,689	-2.7%	Shares	Sole	2026-01-22
2025-09-30	$1,628,901	6,873	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,873,925	6,872	-2.7%	Shares	Sole	2025-08-26
2025-03-31	$1,894,621	7,060	-1.0%	Shares	Sole	2025-08-26
2024-12-31	$2,384,441	7,132	—	Shares	Sole	2025-08-26
No filing history on record for this holder in this stock.