Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,370,931
-$118,322 QoQ
Shares Held
8,751
+9.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,097
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. CRM ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,370,931 | 8,751 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,489,253 | 7,978 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,652,773 | 6,239 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,434,087 | 6,051 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,301,003 | 4,771 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,120,671 | 4,176 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,213,617 | 3,630 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $934,445 | 3,414 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,363,915 | 5,305 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,624,263 | 5,393 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,206,760 | 4,586 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,041,680 | 5,137 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,097,706 | 5,196 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,067,024 | 5,341 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $923,356 | 6,964 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,056,073 | 7,342 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,226,082 | 7,429 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,111,495 | 5,235 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,220,586 | 4,803 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,269,309 | 4,680 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,392,827 | 5,702 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,370,587 | 6,469 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,684,552 | 7,570 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,271,430 | 9,038 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,835,646 | 9,799 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $750,279 | 5,211 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||