Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,957,231
-$1,017,897 QoQ
Shares Held
25,260
-5.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#715
of 2,451 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$15,666
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Third View Private Wealth, LLC holds $25,973,870 across 13 Software - Application names. CRM ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
70,241 | $8,020,117 | |
| 2 | ADSK |
Autodesk, Inc.
|
24,917 | $4,844,363 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
25,260 | $3,957,231 | |
| 4 | ADP |
Automatic Data Processing Inc
|
16,504 | $3,696,070 | |
| 5 | WDAY |
Workday, Inc.
|
8,352 | $1,022,451 | |
| 6 | SNOW |
Snowflake Inc.
|
3,865 | $983,642 | |
| 7 | ROP |
Roper Technologies Inc
|
2,155 | $729,230 | |
| 8 | FICO |
Fair Isaac Corp
|
583 | $696,556 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,666 | 100 | Call | Other | 2026-07-27 | |
| 2026-06-30 | $3,957,231 | 25,260 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $4,975,128 | 26,652 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,646,591 | 25,090 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||