Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,183,840
-$2,979,603 QoQ
Shares Held
39,473
-19.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#577
of 2,461 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, 2026Private Advisor Group, LLC holds $103,237,649 across 28 Software - Application names. CRM ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
319,643 | $23,065,438 | |
| 2 | NOW |
ServiceNow, Inc.
|
140,496 | $13,948,442 | |
| 3 | SHOP |
Shopify Inc.
|
79,519 | $9,079,479 | |
| 4 | DUOL |
Duolingo, Inc.
|
74,690 | $8,590,843 | |
| 5 | ADBE |
Adobe Inc.
|
32,098 | $6,580,731 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
39,473 | $6,183,840 | |
| 7 | DUOT |
Duos Technologies Group, Inc.
|
511,000 | $6,132,000 | |
| 8 | MSTR |
Strategy Inc
|
48,032 | $4,175,421 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,183,840 | 39,473 | Shares | Sole | 2026-07-27 | |
| 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 | $963,181 | 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. | ||||||