Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$650,452
-$134,122 QoQ
Shares Held
4,152
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,437
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $8,123,696 across 39 Software - Application names. CRM ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
19,829 | $1,430,860 | |
| 2 | ADP |
Automatic Data Processing Inc
|
5,259 | $1,177,753 | |
| 3 | FICO |
Fair Isaac Corp
|
624 | $745,542 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,152 | $650,452 | |
| 5 | PAYX |
Paychex Inc
|
6,021 | $592,044 | |
| 6 | YOU |
Clear Secure, Inc.
|
9,554 | $532,444 | |
| 7 | SHOP |
Shopify Inc.
|
3,787 | $432,399 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,063 | $398,965 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $650,452 | 4,152 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $784,574 | 4,203 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,013,986 | 22,702 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $5,600,547 | 23,631 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $7,178,836 | 26,326 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $7,589,489 | 28,281 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $9,578,220 | 28,649 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,939,779 | 29,008 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $7,478,524 | 29,088 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $8,927,577 | 29,642 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,848,676 | 29,827 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,209,934 | 30,624 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,523,286 | 30,878 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,905,400 | 14,543 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,132,842 | 16,086 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,128,520 | 21,750 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,769,183 | 22,838 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,246,851 | 24,712 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $8,229,237 | 32,382 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $8,766,372 | 32,322 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $7,962,224 | 32,596 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $6,929,843 | 32,708 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $7,418,482 | 33,337 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,790,668 | 30,999 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $6,285,670 | 33,554 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $4,693,028 | 32,595 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||