Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$545,803
-$302,425 QoQ
Shares Held
3,484
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,523
of 2,451 holders
Holding Since
Jun 2021
21 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, 2026DOLIVER ADVISORS, LP holds $9,681,509 across 7 Software - Application names. CRM ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
10,519 | $2,677,085 | |
| 2 | UBER |
Uber Technologies, Inc
|
24,634 | $1,777,589 | |
| 3 | NOW |
ServiceNow, Inc.
|
17,390 | $1,726,479 | |
| 4 | INTU |
Intuit Inc.
|
5,171 | $1,349,631 | |
| 5 | SHOP |
Shopify Inc.
|
11,158 | $1,274,020 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,484 | $545,803 | |
| 7 | ADBE |
Adobe Inc.
|
1,614 | $330,902 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,803 | 3,484 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $848,228 | 4,544 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,103,879 | 4,167 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $997,296 | 4,208 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,141,480 | 4,186 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $1,581,713 | 5,894 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,933,096 | 5,782 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,663,061 | 6,076 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $1,488,094 | 5,788 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,753,771 | 5,823 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,678,833 | 6,380 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $1,315,028 | 6,485 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,401,287 | 6,633 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,086,403 | 5,438 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $879,602 | 6,634 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,112,746 | 7,736 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $311,100 | 1,885 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $471,138 | 2,219 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $501,906 | 1,975 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $303,766 | 1,120 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $269,185 | 1,102 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||