Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,053,068
-$220,768 QoQ
Shares Held
6,722
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,204
of 2,462 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, 2026HBK Sorce Advisory LLC holds $8,584,721 across 14 Software - Application names. CRM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
6,857 | $1,535,625 | |
| 2 | PAYX |
Paychex Inc
|
10,738 | $1,055,867 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
6,722 | $1,053,068 | |
| 4 | UBER |
Uber Technologies, Inc
|
13,817 | $997,034 | |
| 5 | INTU |
Intuit Inc.
|
2,373 | $619,353 | |
| 6 | SHOP |
Shopify Inc.
|
4,888 | $558,111 | |
| 7 | NOW |
ServiceNow, Inc.
|
5,015 | $497,889 | |
| 8 | DDOG |
Datadog, Inc.
|
1,667 | $434,020 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,053,068 | 6,722 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,273,836 | 6,824 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,524,027 | 5,753 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,167,225 | 4,925 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,377,084 | 5,050 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,438,409 | 5,360 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,608,795 | 4,812 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,299,301 | 4,747 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,255,676 | 4,884 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,581,496 | 5,251 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $977,565 | 3,715 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $852,487 | 4,204 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $844,828 | 3,999 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $805,313 | 4,031 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $1,086,707 | 8,196 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $607,436 | 4,223 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $384,708 | 2,331 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $954,166 | 4,494 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,651,845 | 6,500 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,682,920 | 6,205 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,459,757 | 5,976 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,076,935 | 5,083 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,256,181 | 5,645 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,593,117 | 6,339 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,257,171 | 6,711 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $591,181 | 4,106 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||