Skip to main content

Peak Asset Management, LLC

SEC CIK
0001632512
Latest filing
Aug 13, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Peak Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
36,928
Value
$5.79M
% of portfolio
0.9%
Quarters held
2
Since Q1 2026
Holdings of CRM by Peak Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,928$5.79M0.9%+4,636+14.4%AddedHolders
Q1 202632,292$6.03M1.1%+32,292NewHolders