Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$232,640
-$39,151 QoQ
Shares Held
1,485
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,979
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, 2026AdvisorNet Financial, Inc holds $10,071,760 across 43 Software - Application names. CRM ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
42,646 | $4,869,320 | |
| 2 | UBER |
Uber Technologies, Inc
|
30,687 | $2,214,373 | |
| 3 | SNOW |
Snowflake Inc.
|
1,863 | $474,133 | |
| 4 | MSTR |
Strategy Inc
|
4,972 | $432,215 | |
| 5 | GRAB |
Grab Holdings Ltd
|
101,984 | $384,479 | |
| 6 | ADBE |
Adobe Inc.
|
1,407 | $288,463 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
1,485 | $232,640 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
543 | $203,798 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $232,640 | 1,485 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $271,791 | 1,456 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $416,173 | 1,571 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $384,888 | 1,624 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $706,539 | 2,591 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $708,470 | 2,640 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $847,192 | 2,534 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $688,654 | 2,516 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $611,126 | 2,377 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $737,891 | 2,450 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $751,527 | 2,856 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $546,289 | 2,694 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $508,502 | 2,407 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $515,831 | 2,582 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $317,950 | 2,398 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $366,216 | 2,546 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $522,516 | 3,166 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $692,587 | 3,262 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $815,503 | 3,209 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $907,502 | 3,346 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $605,301 | 2,478 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $586,879 | 2,770 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $625,086 | 2,809 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $748,430 | 2,978 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $612,569 | 3,270 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $470,382 | 3,267 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||