Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$161,046
-$6,414,404 QoQ
Shares Held
23,753
-32.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,089
of 2,451 holders
Holding Since
Jun 2020
16 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, 2026GFS Advisors, LLC holds $986,536 across 10 Software - Application names. CRM ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FICO |
Fair Isaac Corp
|
200 | $238,956 | |
| 2 | NOW |
ServiceNow, Inc.
|
2,053 | $203,821 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
23,753 | $161,046 | |
| 4 | ADBE |
Adobe Inc.
|
10,263 | $143,938 | |
| 5 | SHOP |
Shopify Inc.
|
1,000 | $114,180 | |
| 6 | ZM |
Zoom Communications, Inc.
|
526 | $45,399 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
100 | $37,532 | |
| 8 | UBER |
Uber Technologies, Inc
|
501 | $36,152 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,046 | 23,753 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,575,450 | 35,225 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $388,622 | 1,467 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,615,866 | 6,818 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $339,226 | 1,244 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $313,712 | 1,169 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $392,169 | 1,173 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $77,130 | 300 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $241,245 | 801 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $215,774 | 820 | Shares | Sole | 2024-01-24 | |
| 2021-12-31 | $210,165 | 827 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $308,377 | 1,137 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $241,094 | 987 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $209,115 | 987 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $241,890 | 1,087 | Shares | Sole | 2021-02-02 | |
| 2020-06-30 | $209,434 | 1,118 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||