Position in CRM
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$9,163,443
-$6,543,335 QoQ
Shares Held
49,089
-17.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Private Advisor Group, LLC holds $114,422,629 across 33 Software - Application names. CRM ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
345,385 | $24,843,543 | |
| 2 | NOW |
ServiceNow, Inc.
|
90,000 | $9,409,500 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
49,089 | $9,163,443 | |
| 4 | ADBE |
Adobe Inc.
|
32,532 | $7,907,878 | |
| 5 | AZ |
A2z Cust2mate Solutions Corp.
|
971,946 | $6,482,879 | |
| 6 | DUOL |
Duolingo, Inc.
|
62,702 | $6,180,536 | |
| 7 | MSTR |
Strategy Inc
|
48,866 | $6,098,476 | |
| 8 | SHOP |
Shopify Inc.
|
45,489 | $5,395,905 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,163,443 | 49,089 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $15,706,778 | 59,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,515,345 | 69,685 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,484,699 | 78,788 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,916,783 | 77,943 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $23,554,551 | 70,453 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,542,620 | 71,399 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $18,853,657 | 73,332 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $22,428,874 | 74,470 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,184,815 | 69,107 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $13,555,031 | 66,846 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,002,312 | 66,280 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,267,690 | 61,406 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $8,162,770 | 61,564 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $8,899,380 | 61,870 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,517,293 | 75,844 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $17,117,026 | 80,619 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $15,948,690 | 62,758 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $22,593,439 | 83,303 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $12,179,790 | 49,862 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,134,192 | 52,552 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $14,587,731 | 65,554 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $7,921,355 | 31,519 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,060,157 | 27,012 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,452,928 | 23,982 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||