Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,966,082
-$1,265,513 QoQ
Shares Held
38,083
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#587
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Advisors Asset Management, Inc. holds $133,222,679 across 64 Software - Application names. CRM ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
327,792 | $37,427,290 | |
| 2 | UBER |
Uber Technologies, Inc
|
242,468 | $17,496,490 | |
| 3 | PAYX |
Paychex Inc
|
96,791 | $9,517,459 | |
| 4 | NOW |
ServiceNow, Inc.
|
88,657 | $8,801,866 | |
| 5 | SNOW |
Snowflake Inc.
|
33,295 | $8,473,577 | |
| 6 | ADP |
Automatic Data Processing Inc
|
34,939 | $7,824,589 | |
| 7 | UPBD |
Upbound Group, Inc.
|
357,337 | $7,582,691 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
38,083 | $5,966,082 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,966,082 | 38,083 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,231,595 | 38,740 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,109,725 | 34,388 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,364,775 | 31,075 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,521,880 | 27,584 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,457,724 | 27,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,363,599 | 25,016 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,044,337 | 22,083 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,992,367 | 19,418 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,887,247 | 16,227 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,394,506 | 12,900 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,397,670 | 11,824 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,413,222 | 11,423 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,710,615 | 13,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,930,908 | 14,563 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,289,213 | 15,915 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,942,828 | 17,831 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,179,943 | 19,687 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $5,018,559 | 19,748 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,639,465 | 24,480 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,753,129 | 31,740 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,679,201 | 31,525 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,871,281 | 30,878 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,641,384 | 30,405 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,323,014 | 23,077 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,293,830 | 22,877 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||