Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,425,644
-$11,715,640 QoQ
Shares Held
79,316
-38.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#423
of 2,433 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $159,160,325 across 44 Software - Application names. CRM ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
285,921 | $28,386,236 | |
| 2 | NAVN |
Navan, Inc.
|
830,393 | $18,991,087 | |
| 3 | SNOW |
Snowflake Inc.
|
70,211 | $17,868,699 | |
| 4 | UBER |
Uber Technologies, Inc
|
186,774 | $13,477,611 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
79,316 | $12,425,644 | |
| 6 | ADP |
Automatic Data Processing Inc
|
41,538 | $9,302,435 | |
| 7 | INTU |
Intuit Inc.
|
29,044 | $7,580,484 | |
| 8 | ROP |
Roper Technologies Inc
|
21,314 | $7,212,444 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,425,644 | 79,316 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $24,141,284 | 129,326 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $35,064,547 | 132,364 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $29,932,626 | 126,298 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,954,451 | 109,848 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $29,832,507 | 111,166 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $36,810,067 | 110,101 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,218,542 | 106,750 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $27,233,574 | 105,926 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $35,396,179 | 117,525 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $32,092,554 | 121,960 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $22,377,786 | 110,355 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,715,941 | 116,993 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,520,099 | 117,730 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $12,231,162 | 92,248 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $18,952,789 | 131,763 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,972,105 | 133,132 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $28,201,616 | 132,826 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,825,209 | 129,167 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $30,421,120 | 112,164 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,473,738 | 108,379 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,713,311 | 107,204 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,428,821 | 82,815 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $14,120,414 | 56,185 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,338,767 | 81,881 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,291,199 | 78,422 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||