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Insider Information:   Smith Graham
Relationship:  
City:   San Francisco
State:   CA
   
Insider Summary:
  
   
Companies Owned :   9    
Direct Shares   195,151    

Indirect Shares

  0      
Direct Value   $32,356,821    

Indirect Value

  $0      
Total Shares   195,151      
Total Value   $32,356,821      


Advent Software Inc
 $0 Salesforce.com Inc
 $26,272,121 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $625,873 Procore Technologies, Inc.
 $3,161,819 Axon Enterprise Inc
 $742,768 Advent Software Inc
 $0 Salesforce.com Inc
 $26,272,121 Citrix Systems Inc
 $1,554,240 Blackline, Inc.
 $625,873 Procore Technologies, Inc.
 $3,161,819 Axon Enterprise Inc
 $742,768
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    3    

     Stock price went up :

    0   
    1    
     Stock price went down :
    0   
    2    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
 -6.4%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Advent Software Inc ADVS Former EVP, CFO & Secr... 2008-02-22 29,408 2005-10-27 0    Premium*  
            Salesforce.com Inc CRM Chief Financial Officer 2014-07-25 91,986 2009-02-26 0    Premium*  
            Splunk Inc SPLK 2024-03-18 0 0    Premium*  
            Mindbody Inc. MB Director 2019-02-15 0 2015-08-11 0    Premium*  
            Citrix Systems Inc CTXS Director 2017-07-03 14,959 2015-12-31 0    Premium*  
            Blackline, Inc. BL Director 2021-09-07 10,706 0    Premium*  
            Slack Technologies, Inc. WORK Director 2021-07-21 0 2020-05-18 0    Premium*  
            Procore Technologies, Inc. PCOR Director 2024-02-21 45,520 0    Premium*  
            Axon Enterprise Inc AAXN 2024-05-10 2,572 2023-03-16 0    Premium*  
* Premium Members only  

Records found :    437         Free Registration Required For Full Results.    Limit: 25

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  Page 10 of 18
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-01-23 4 AS $114.34 $114,340 D/D (1,000) 15,868 0 -
BL Blackline, Inc. Director   –       •      –    2021-02-04 4 OE $14.50 $116,000 D/D 8,000 16,859 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-08-29 4 OE $52.28 $117,720 D/D 2,000 14,482 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-12-05 4 OE $52.28 $117,720 D/D 2,000 16,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-23 4 AS $117.84 $117,840 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-18 4 AS $143.71 $119,710 D/D (833) 17,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-09-27 4 AS $124.07 $124,070 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2010-11-26 4 S $142.70 $124,441 D/D (872) 10,287 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-10 4 AS $125.17 $125,170 D/D (1,000) 14,145 0 -
ADVS Advent Software Inc Former EVP, CFO & Secretary   •       –      –    2008-02-15 4 S $47.77 $125,878 D/D (2,632) 28,816 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2013-11-29 4 S $51.05 $126,556 D/D (2,479) 88,705 0 -
WORK Slack Technologies, Inc. Director   –       •      –    2020-11-25 4 AS $35.45 $129,175 D/D (3,500) 49,854 0 %
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-09 4 OE $65.44 $130,880 D/D 2,000 17,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-10-14 4 AS $132.17 $132,170 D/D (1,000) 14,145 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-27 4 AS $140.77 $135,282 D/D (961) 17,092 0 -
ADVS Advent Software Inc EVP, CFO & Secretary   •       –      –    2005-10-27 4 S $30.20 $151,007 D/D (5,000) 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-06-23 4 OE $52.28 $156,840 D/D 3,000 16,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2011-07-25 4 OE $52.28 $156,840 D/D 3,000 16,076 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-02-13 4 OE $52.28 $156,840 D/D 3,000 18,868 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-03-23 4 OE $52.28 $156,840 D/D 3,000 20,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-04-23 4 OE $52.28 $156,840 D/D 3,000 20,092 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       –      –    2012-05-23 4 OE $0.00 $156,840 D/D 3,313 20,405 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-05-21 4 AS $52.60 $157,800 D/D (3,000) 90,341 0 -
CRM Salesforce.com Inc Chief Financial Officer   •       •      –    2014-07-21 4 AS $52.97 $158,903 D/D (3,000) 91,986 0 -
SPLK Splunk Inc Director   –       •      –    2021-10-13 4 AS $160.00 $160,000 D/D (1,000) 32,550 0 %

  437  Records found
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  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed