SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in CRM — Salesforce, Inc.
CIK 1079935
LOS ANGELES, CA
Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393,686
-$220,644 QoQ
Shares Held
2,513
-23.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,685
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $3,187,130 across 7 Software - Application names. CRM ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
9,329 | $926,182 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,717 | $629,017 | |
| 3 | SHOP |
Shopify Inc.
|
3,710 | $423,607 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,513 | $393,686 | |
| 5 | ADP |
Automatic Data Processing Inc
|
1,413 | $316,441 | |
| 6 | SAP |
Sap SE
|
1,784 | $274,931 | |
| 7 | ADBE |
Adobe Inc.
|
1,089 | $223,266 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,686 | 2,513 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $614,330 | 3,291 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $65,772,913 | 248,284 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $59,428,224 | 250,752 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $74,797,502 | 274,295 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $69,216,752 | 257,925 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $68,667,703 | 205,389 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $60,446,937 | 220,843 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $48,783,182 | 189,744 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $53,591,667 | 177,939 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $51,084,420 | 194,134 | Shares | Defined | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||