NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CRM — Salesforce, Inc.
CIK 1109767
CEDAR RAPIDS, IA
Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$781,263
-$1,282,933 QoQ
Shares Held
4,987
-54.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,336
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $8,421,150 across 9 Software - Application names. CRM ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
12,095 | $2,708,675 | |
| 2 | DDOG |
Datadog, Inc.
|
9,019 | $2,348,186 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,987 | $781,263 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,855 | $711,136 | |
| 5 | SHOP |
Shopify Inc.
|
5,903 | $674,004 | |
| 6 | WDAY |
Workday, Inc.
|
2,997 | $366,892 | |
| 7 | SAP |
Sap SE
|
2,018 | $310,993 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,946 | $292,478 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,263 | 4,987 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,064,196 | 11,058 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,815,993 | 10,630 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,366,682 | 9,986 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,525,881 | 12,930 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,843,096 | 6,868 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,276,787 | 6,810 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,834,951 | 6,704 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,708,686 | 6,646 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,942,309 | 6,449 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,259,914 | 4,788 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $949,821 | 4,684 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $975,598 | 4,618 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $907,200 | 4,541 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,247,804 | 9,411 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,328,793 | 9,238 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,583,228 | 9,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,979,671 | 9,324 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,402,036 | 9,452 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,930,237 | 18,178 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,208,933 | 9,043 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,953,017 | 9,218 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,151,642 | 9,669 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,169,645 | 8,633 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,757,342 | 9,381 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,292,076 | 8,974 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||