Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$687,894
-$440,152 QoQ
Shares Held
4,391
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,405
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, 2026IMA Advisory Services, Inc. holds $10,280,245 across 28 Software - Application names. CRM ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
31,294 | $8,147,705 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,391 | $687,894 | |
| 3 | OTEX |
Open Text Corp
|
29,621 | $656,105 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,022 | $452,826 | |
| 5 | UBER |
Uber Technologies, Inc
|
2,158 | $155,721 | |
| 6 | SHOP |
Shopify Inc.
|
393 | $44,872 | |
| 7 | NOW |
ServiceNow, Inc.
|
270 | $26,805 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
68 | $25,521 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,894 | 4,391 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,128,046 | 6,043 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,614,626 | 6,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,484,805 | 6,265 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,728,036 | 6,337 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,584,665 | 5,905 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,047,436 | 6,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,689,885 | 6,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,651,353 | 6,423 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,891,109 | 6,279 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,676,464 | 6,371 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,364,303 | 6,728 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $1,446,285 | 6,846 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,616,819 | 8,093 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,074,907 | 8,107 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,325,917 | 9,218 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,570,355 | 9,515 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $2,272,885 | 10,705 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $2,675,988 | 10,530 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,887,950 | 10,648 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,722,633 | 11,146 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,398,580 | 11,321 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,799,822 | 8,088 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,471,983 | 9,836 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,908,330 | 10,187 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,422,522 | 9,880 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||