Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,797,258
-$577,395 QoQ
Shares Held
9,628
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $25,114,131 across 20 Software - Application names. CRM ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
6,528 | $6,968,901 | |
| 2 | ADP |
Automatic Data Processing Inc
|
12,561 | $2,552,143 | |
| 3 | ADBE |
Adobe Inc.
|
10,257 | $2,493,271 | |
| 4 | DT |
Dynatrace, Inc.
|
56,043 | $2,072,470 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
9,628 | $1,797,258 | |
| 6 | NOW |
ServiceNow, Inc.
|
12,348 | $1,290,983 | |
| 7 | INTU |
Intuit Inc.
|
2,729 | $1,179,965 | |
| 8 | SHOP |
Shopify Inc.
|
8,756 | $1,038,636 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,797,258 | 9,628 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,374,653 | 8,964 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,338,953 | 9,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,742,988 | 10,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,429,999 | 9,055 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,320,565 | 9,932 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,544,408 | 9,296 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,468,160 | 9,600 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,567,258 | 8,524 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $2,259,846 | 8,588 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,628,728 | 8,032 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,588,886 | 7,521 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,928,276 | 9,652 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $845,924 | 6,380 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,173,015 | 8,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,495,922 | 9,064 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,724,038 | 8,120 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,291,998 | 9,019 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,391,075 | 8,816 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,161,056 | 8,847 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,478,005 | 6,976 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||