Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$380,683
-$72,925 QoQ
Shares Held
2,430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,700
of 2,451 holders
Holding Since
Dec 2024
4 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, 2026AdvisorShares Investments LLC holds $11,907,330 across 8 Software - Application names. CRM ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
3,106 | $3,710,986 | |
| 2 | ADBE |
Adobe Inc.
|
17,164 | $3,518,963 | |
| 3 | INTU |
Intuit Inc.
|
8,005 | $2,089,305 | |
| 4 | DAVE |
Dave Inc./DE
|
1,870 | $696,743 | |
| 5 | FRSH |
Freshworks Inc.
|
61,000 | $617,320 | |
| 6 | AMPL |
Amplitude, Inc.
|
72,300 | $553,095 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
2,430 | $380,683 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,750 | $340,235 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,683 | 2,430 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $453,608 | 2,430 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $484,785 | 1,830 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $489,793 | 1,465 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||