Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,300
-$186,567 QoQ
Shares Held
3,934
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,467
of 2,457 holders
Holding Since
Mar 2022
18 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, 2026Financial Engines Advisors L.L.C. holds $8,305,055 across 7 Software - Application names. CRM ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
13,287 | $2,975,623 | |
| 2 | NOW |
ServiceNow, Inc.
|
26,033 | $2,584,556 | |
| 3 | ADBE |
Adobe Inc.
|
3,011 | $617,315 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
3,934 | $616,300 | |
| 5 | SNOW |
Snowflake Inc.
|
2,282 | $580,769 | |
| 6 | SHOP |
Shopify Inc.
|
4,487 | $512,325 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,795 | $418,167 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,300 | 3,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $802,867 | 4,301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,377,532 | 5,200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,197,087 | 5,051 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,436,258 | 5,267 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,301,009 | 4,848 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,757,238 | 5,256 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $521,417 | 1,905 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,455,562 | 9,551 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,946,443 | 9,783 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,155,116 | 8,190 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,647,993 | 8,127 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,701,910 | 8,056 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,651,781 | 8,268 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,223,938 | 9,231 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,302,615 | 9,056 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,454,827 | 8,815 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,814,699 | 8,547 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||