Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,062,859
-$363,095 QoQ
Shares Held
19,551
+6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#795
of 2,451 holders
Holding Since
Dec 2024
3 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, 2026Huntleigh Advisors, Inc. holds $9,896,113 across 6 Software - Application names. CRM ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
10,793 | $4,050,828 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
19,551 | $3,062,859 | |
| 3 | SHOP |
Shopify Inc.
|
10,725 | $1,224,580 | |
| 4 | ROP |
Roper Technologies Inc
|
2,622 | $887,258 | |
| 5 | DDOG |
Datadog, Inc.
|
1,467 | $381,948 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,000 | $288,640 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,062,859 | 19,551 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,425,954 | 18,353 | Shares | Sole | 2026-04-21 | |
| 2024-12-31 | $392,837 | 1,175 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||