Catherine Avery Investment Management LLC
Position in CRM — Salesforce, Inc.
CIK 2103454
LONGBOAT KEY, FL
Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,419,339
+$5,415,996 QoQ
Shares Held
34,593
+345830.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#622
of 2,451 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Catherine Avery Investment Management LLC holds $5,501,708 across 3 Software - Application names. CRM ranks #1 (98.5% of the industry book) .
All Filings in CRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,419,339 | 34,593 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,343 | 10 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||