Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$680,217
-$361,588 QoQ
Shares Held
4,342
-22.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,416
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, 2026ProVise Management Group, LLC holds $993,747 across 2 Software - Application names. CRM ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,342 | $680,217 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,400 | $313,530 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,217 | 4,342 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,041,805 | 5,581 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,448,527 | 5,468 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,265,817 | 5,341 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,373,539 | 5,037 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,357,633 | 5,059 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,726,814 | 5,165 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,499,383 | 5,478 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,418,677 | 5,518 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,645,045 | 5,462 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,598,838 | 6,076 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,257,033 | 6,199 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,292,699 | 6,119 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,195,083 | 5,982 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $728,979 | 5,498 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $851,676 | 5,921 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,140,756 | 6,912 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,882,429 | 8,866 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,234,310 | 8,792 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,513,395 | 9,267 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,239,467 | 9,168 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,947,085 | 9,190 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,017,234 | 9,065 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,006,790 | 7,985 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,500,513 | 8,010 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,066,891 | 7,410 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||