Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$718,286
+$246,758 QoQ
Shares Held
4,585
+81.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,373
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026Pure Financial Advisors, LLC holds $7,899,654 across 13 Software - Application names. CRM ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
12,248 | $1,398,476 | |
| 2 | SAP |
Sap SE
|
7,247 | $1,116,835 | |
| 3 | UBER |
Uber Technologies, Inc
|
13,166 | $950,058 | |
| 4 | NOW |
ServiceNow, Inc.
|
8,620 | $855,793 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
4,585 | $718,286 | |
| 6 | PAYX |
Paychex Inc
|
6,824 | $671,003 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,231 | $499,632 | |
| 8 | ADBE |
Adobe Inc.
|
2,208 | $452,684 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $718,286 | 4,585 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $471,528 | 2,526 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $513,395 | 1,938 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $537,516 | 2,268 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $523,564 | 1,920 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $491,903 | 1,833 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $457,697 | 1,369 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $249,076 | 910 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $226,248 | 880 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $252,991 | 840 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $213,932 | 813 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||