HBK Sorce Advisory LLC

Position in CRM — Salesforce, Inc.

CIK 1379995 ERIE, PA

Position in CRM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,273,836

-$250,191 QoQ

Shares Held

6,824

+18.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

HBK Sorce Advisory LLC holds $9,063,102 across 14 Software - Application names. CRM ranks #1 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	6,824	$1,273,836
2	ADP	Automatic Data Processing Inc	6,224	$1,264,592
3	INTU	Intuit Inc.	2,762	$1,194,233
4	PAYX	Paychex Inc	11,058	$1,018,662
5	UBER	Uber Technologies, Inc	13,992	$1,006,444
6	ADSK	Autodesk, Inc.	2,537	$607,357
7	SHOP	Shopify Inc.	4,858	$576,255
8	ADBE	Adobe Inc.	2,249	$546,686

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,273,836	6,824	+18.6%	Shares	Sole	2026-05-11
2025-12-31	$1,524,027	5,753	+16.8%	Shares	Sole	2026-02-09
2025-09-30	$1,167,225	4,925	-2.5%	Shares	Sole	2025-10-16
2025-06-30	$1,377,084	5,050	-5.8%	Shares	Sole	2025-08-04
2025-03-31	$1,438,409	5,360	+11.4%	Shares	Sole	2025-04-23
2024-12-31	$1,608,795	4,812	+1.4%	Shares	Sole	2025-02-10
2024-09-30	$1,299,301	4,747	-2.8%	Shares	Sole	2024-11-12
2024-06-30	$1,255,676	4,884	-7.0%	Shares	Sole	2024-08-08
2024-03-31	$1,581,496	5,251	+41.3%	Shares	Sole	2024-05-09
2023-12-31	$977,565	3,715	-11.6%	Shares	Sole	2024-01-25
2023-09-30	$852,487	4,204	+5.1%	Shares	Sole	2023-11-06
2023-06-30	$844,828	3,999	-0.8%	Shares	Sole	2023-08-04
2023-03-31	$805,313	4,031	-50.8%	Shares	Sole	2023-08-15
2022-12-31	$1,086,707	8,196	+94.1%	Shares	Sole	2023-02-09
2022-09-30	$607,436	4,223	+81.2%	Shares	Sole	2022-11-14
2022-06-30	$384,708	2,331	-48.1%	Shares	Sole	2022-08-15
2022-03-31	$954,166	4,494	-30.9%	Shares	Sole	2022-05-13
2021-12-31	$1,651,845	6,500	+4.8%	Shares	Sole	2022-02-15
2021-09-30	$1,682,920	6,205	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$1,459,757	5,976	+17.6%	Shares	Sole	2021-08-12
2021-03-31	$1,076,935	5,083	-10.0%	Shares	Sole	2021-05-14
2020-12-31	$1,256,181	5,645	-10.9%	Shares	Sole	2021-02-12
2020-09-30	$1,593,117	6,339	-5.5%	Shares	Sole	2020-11-13
2020-06-30	$1,257,171	6,711	+63.4%	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.