Position in CRM
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$12,142,323
+$2,032,033 QoQ
Shares Held
65,047
+70.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Annex Advisory Services, LLC holds $53,767,920 across 6 Software - Application names. CRM ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
536,465 | $38,587,927 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
65,047 | $12,142,323 | |
| 3 | RDVT |
Red Violet, Inc.
|
46,195 | $1,598,347 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,836 | $576,218 | |
| 5 | INTU |
Intuit Inc.
|
1,256 | $543,069 | |
| 6 | SHOP |
Shopify Inc.
|
2,698 | $320,036 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,142,323 | 65,047 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,110,290 | 38,165 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $34,154,544 | 144,112 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $37,139,014 | 136,195 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $32,298,736 | 120,356 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $28,219,792 | 84,407 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $20,715,741 | 75,685 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $17,849,167 | 69,425 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,566,184 | 88,207 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $21,531,430 | 81,825 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,509,884 | 51,829 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $11,997,032 | 56,788 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $14,790,512 | 74,034 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $9,270,825 | 69,921 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $6,526,596 | 45,374 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,104,146 | 43,045 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,312,300 | 34,440 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $6,893,530 | 27,126 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,296,372 | 23,215 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,735,459 | 23,480 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $2,740,962 | 12,937 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,737,564 | 12,302 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $306,359 | 1,219 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||