ACORN FINANCIAL ADVISORY SERVICES INC /ADV
Position in CRM — Salesforce, Inc.
CIK 1018561
Reston, VA
Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$678,651
-$253,765 QoQ
Shares Held
4,332
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#480
of 968 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $7,077,320 across 8 Software - Application names. CRM ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
33,055 | $2,873,471 | |
| 2 | SHOP |
Shopify Inc.
|
11,823 | $1,349,950 | |
| 3 | CRNC |
Cerence Inc.
|
88,851 | $1,005,793 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,332 | $678,651 | |
| 5 | DOCU |
Docusign, Inc.
|
10,875 | $483,067 | |
| 6 | NOW |
ServiceNow, Inc.
|
2,820 | $279,969 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,221 | $232,427 | |
| 8 | ASAN |
Asana, Inc.
|
24,856 | $173,992 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,651 | 4,332 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $932,416 | 4,995 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,350,246 | 5,097 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,170,780 | 4,940 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,404,626 | 5,151 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,429,553 | 5,327 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,937,442 | 5,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,640,344 | 5,993 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,545,171 | 6,010 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,808,887 | 6,006 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,118,277 | 8,050 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,016,647 | 9,945 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,122,317 | 10,046 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,058,333 | 10,303 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,334,518 | 10,065 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,306,930 | 9,086 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,284,836 | 7,785 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,689,642 | 7,958 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,942,315 | 7,643 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,073,205 | 7,644 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,942,190 | 7,951 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,568,049 | 7,401 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,350,757 | 6,070 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,446,346 | 5,755 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,175,495 | 6,275 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $903,762 | 6,277 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||