Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$506,951
-$39,805 QoQ
Shares Held
3,236
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,565
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, 20261834 INVESTMENT ADVISORS CO holds $1,224,486 across 2 Software - Application names. CRM ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,204 | $717,535 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,236 | $506,951 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,951 | 3,236 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $546,756 | 2,929 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $856,718 | 3,234 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $757,926 | 3,198 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $851,338 | 3,122 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $835,941 | 3,115 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $936,124 | 2,800 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $827,972 | 3,025 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $848,172 | 3,299 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $592,119 | 1,966 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $490,756 | 1,865 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $826,328 | 4,075 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $767,930 | 3,635 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $533,812 | 2,672 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $693,976 | 5,234 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $986,742 | 6,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,537,347 | 9,315 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,855,067 | 13,447 | Shares | Sole | 2022-05-24 | |
| 2021-12-31 | $3,482,597 | 13,704 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $3,856,748 | 14,220 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,468,389 | 14,199 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $2,528,244 | 11,933 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $92,795 | 417 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $92,234 | 367 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $121,764 | 650 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $93,587 | 650 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||