Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$92,429
-$61,200 QoQ
Shares Held
590
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,148
of 2,451 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, 2026JFS WEALTH ADVISORS, LLC holds $1,422,334 across 54 Software - Application names. CRM ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,639 | $367,054 | |
| 2 | INTU |
Intuit Inc.
|
812 | $211,932 | |
| 3 | ROP |
Roper Technologies Inc
|
468 | $158,366 | |
| 4 | IDCC |
InterDigital, Inc.
|
456 | $129,107 | |
| 5 | DDOG |
Datadog, Inc.
|
369 | $96,072 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
590 | $92,429 | |
| 7 | SHOP |
Shopify Inc.
|
605 | $69,078 | |
| 8 | UBER |
Uber Technologies, Inc
|
832 | $60,037 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,429 | 590 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $153,629 | 823 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $227,822 | 860 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $247,665 | 1,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $150,524 | 552 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $136,326 | 508 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $161,147 | 482 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $140,139 | 512 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $103,354 | 402 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $143,060 | 475 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $92,888 | 353 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $64,281 | 317 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $65,068 | 308 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $62,730 | 314 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $36,860 | 278 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $41,138 | 286 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $55,783 | 338 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $70,914 | 334 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $130,368 | 513 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $139,135 | 513 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $26,869 | 110 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $23,305 | 110 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $24,478 | 110 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $10,806 | 43 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,435 | 13 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,871 | 13 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||