PARK AVENUE SECURITIES LLC
Broker-DealerPosition in CRM — Salesforce, Inc.
CIK 1071640
NEW YORK, NY
Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,717,071
-$1,382,193 QoQ
Shares Held
23,727
-13.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#737
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $59,768,611 across 34 Software - Application names. CRM ranks #7 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
58,855 | $5,787,212 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,732 | $5,681,301 | |
| 3 | SNOW |
Snowflake Inc.
|
20,345 | $5,177,802 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
13,208 | $4,957,226 | |
| 5 | SHOP |
Shopify Inc.
|
38,319 | $4,375,263 | |
| 6 | NOW |
ServiceNow, Inc.
|
43,385 | $4,307,262 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
23,727 | $3,717,071 | |
| 8 | INTU |
Intuit Inc.
|
13,748 | $3,588,228 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,717,071 | 23,727 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,099,264 | 27,317 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $8,377,778 | 31,625 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,870,630 | 28,990 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $9,244,736 | 33,902 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $9,568,375 | 35,655 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,266,605 | 30,708 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,117,554 | 26,004 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $7,646,154 | 29,740 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $8,431,232 | 27,994 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,658,036 | 21,502 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,629,356 | 17,898 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,987,109 | 18,873 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,651,978 | 18,280 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,366,598 | 17,849 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,626,230 | 18,258 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,698,404 | 16,350 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,358,690 | 15,819 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,611,949 | 14,213 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $3,543,218 | 13,064 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $2,786,632 | 11,408 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,153,446 | 10,164 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $2,227,302 | 10,009 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,775,324 | 7,064 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,293,138 | 6,903 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $720,475 | 5,004 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||