Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$5,639,760
-$3,102,270 QoQ
Shares Held
36,000
+9.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#604
of 2,433 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2025CallValue
$4,768,380
CallShares
18,000
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, 2026ARDSLEY ADVISORY PARTNERS LP holds $35,154,488 across 9 Software - Application names. CRM ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZM |
Zoom Communications, Inc.
|
145,000 | $12,514,950 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
36,000 | $5,639,760 | |
| 3 | NAVN |
Navan, Inc.
|
200,000 | $4,574,000 | |
| 4 | MANH |
Manhattan Associates Inc
|
28,500 | $3,968,625 | |
| 5 | SHOP |
Shopify Inc.
|
32,500 | $3,710,850 | |
| 6 | NOW |
ServiceNow, Inc.
|
21,500 | $2,134,520 | |
| 7 | DSP |
Viant Technology Inc.
|
95,000 | $1,202,700 | |
| 8 | CVLT |
Commvault Systems Inc
|
6,100 | $864,553 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,639,760 | 36,000 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $4,768,380 | 18,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $8,742,030 | 33,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,422,000 | 6,000 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $6,399,000 | 27,000 | Call | Sole | 2025-11-14 | |
| 2025-03-31 | $6,038,100 | 22,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30,758,360 | 92,000 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $6,686,600 | 20,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $6,842,750 | 25,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $8,895,575 | 32,500 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,370,700 | 17,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,565,724 | 21,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,966,903 | 11,275 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,210,302 | 10,900 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $1,198,680 | 6,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $908,241 | 6,850 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $719,200 | 5,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,468,856 | 8,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,910,880 | 9,000 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $1,486,240 | 7,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,016,520 | 4,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,356,100 | 5,000 | Shares | Sole | 2021-11-15 | |
| 2020-09-30 | $251,320 | 1,000 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||