Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$48,407
-$8,714 QoQ
Shares Held
309
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,211
of 2,451 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,770,611 across 8 Software - Application names. CRM ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
35,238 | $2,542,774 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
309 | $48,407 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
102 | $38,282 | |
| 4 | NOW |
ServiceNow, Inc.
|
375 | $37,230 | |
| 5 | ADP |
Automatic Data Processing Inc
|
150 | $33,592 | |
| 6 | ADBE |
Adobe Inc.
|
143 | $29,317 | |
| 7 | INTU |
Intuit Inc.
|
102 | $26,622 | |
| 8 | ADSK |
Autodesk, Inc.
|
74 | $14,387 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,407 | 309 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $57,121 | 306 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $1,319,516 | 4,981 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $65,886 | 278 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $68,717 | 252 | Shares | Other | 2025-07-31 | |
| 2024-12-31 | $3,677,630 | 11,000 | Shares | Other | 2025-01-31 | |
| 2024-03-31 | $3,553,622 | 11,799 | Shares | Other | 2024-04-23 | |
| 2023-12-31 | $199,723 | 759 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $402,112 | 1,983 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $1,533,113 | 7,257 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $2,835,876 | 14,195 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $14,850 | 112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,110 | 112 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $18,319 | 111 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $22,930 | 108 | Shares | Sole | 2022-05-10 | |
| 2020-12-31 | $2,336,565 | 10,500 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $11,309 | 45 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $191,263 | 1,021 | Shares | Other | 2020-08-10 | |
| 2020-03-31 | $481,037 | 3,341 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||