Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$555,829
-$228,931 QoQ
Shares Held
3,548
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,511
of 2,451 holders
Holding Since
Jun 2021
21 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, 2026Valmark Advisers, Inc. holds $8,537,903 across 9 Software - Application names. CRM ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,953 | $2,676,874 | |
| 2 | SHOP |
Shopify Inc.
|
10,547 | $1,204,256 | |
| 3 | BSY |
Bentley Systems Inc
|
34,838 | $1,041,307 | |
| 4 | PAYX |
Paychex Inc
|
9,658 | $949,671 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,983 | $891,832 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,548 | $555,829 | |
| 7 | INTU |
Intuit Inc.
|
1,967 | $513,387 | |
| 8 | ADBE |
Adobe Inc.
|
2,182 | $447,353 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $555,829 | 3,548 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $784,760 | 4,204 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,131,695 | 4,272 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $994,689 | 4,197 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,037,312 | 3,804 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,009,033 | 3,760 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,315,922 | 3,936 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $830,436 | 3,034 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $683,114 | 2,657 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,011,964 | 3,360 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $576,276 | 2,190 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $433,746 | 2,139 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $451,885 | 2,139 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $470,082 | 2,353 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $311,321 | 2,348 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $361,326 | 2,512 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $419,531 | 2,542 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $536,532 | 2,527 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $605,591 | 2,383 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $726,327 | 2,678 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $607,010 | 2,485 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||