Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,027,689
-$275,640 QoQ
Shares Held
6,560
-6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,219
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Voya Financial Advisors, Inc. holds $5,136,286 across 9 Software - Application names. CRM ranks #1 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
6,560 | $1,027,689 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,399 | $966,871 | |
| 3 | ADSK |
Autodesk, Inc.
|
4,142 | $805,287 | |
| 4 | ADBE |
Adobe Inc.
|
3,157 | $647,248 | |
| 5 | NOW |
ServiceNow, Inc.
|
5,174 | $513,674 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,449 | $423,774 | |
| 7 | DDOG |
Datadog, Inc.
|
1,116 | $290,561 | |
| 8 | FICO |
Fair Isaac Corp
|
206 | $246,124 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,689 | 6,560 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,303,329 | 6,982 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,867,085 | 7,048 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,673,931 | 7,063 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $2,035,903 | 7,466 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,490,649 | 9,281 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,159,418 | 9,450 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,550,429 | 9,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,190,492 | 8,520 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,095,309 | 6,957 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,808,561 | 6,873 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,320,908 | 6,514 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,377,415 | 6,520 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,211,665 | 6,065 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $948,018 | 7,150 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,399,563 | 9,730 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,103,292 | 6,685 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,435,495 | 6,761 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,686,660 | 6,637 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,708,143 | 6,298 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,468,062 | 6,010 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,803,966 | 27,394 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,872,294 | 21,895 | Shares | Defined | 2021-03-05 | |
| 2020-09-30 | $6,157,842 | 24,502 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $4,068,432 | 21,718 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,935,896 | 20,391 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||