Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,195,779
-$1,593,030 QoQ
Shares Held
33,166
-8.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#632
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$642,306
CallShares
4,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Advisory Services Network, LLC holds $85,499,861 across 43 Software - Application names. CRM ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
119,333 | $11,847,372 | |
| 2 | SHOP |
Shopify Inc.
|
83,545 | $9,539,163 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,224 | $7,953,755 | |
| 4 | ADBE |
Adobe Inc.
|
29,789 | $6,107,336 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
33,166 | $5,195,779 | |
| 6 | IDCC |
InterDigital, Inc.
|
17,704 | $5,012,533 | |
| 7 | SNOW |
Snowflake Inc.
|
15,029 | $3,824,877 | |
| 8 | PAYX |
Paychex Inc
|
35,615 | $3,502,015 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,195,779 | 33,166 | Shares | Other | 2026-08-12 | |
| 2026-06-30 | $642,306 | 4,100 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $6,788,809 | 36,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,936,537 | 41,284 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,527,680 | 48,640 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $15,216,368 | 55,801 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $14,611,122 | 54,446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,698,774 | 49,947 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,200,481 | 48,228 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,399,414 | 48,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $14,287,070 | 47,437 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,219,164 | 46,436 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $9,352,005 | 46,119 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,848,410 | 41,884 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,211,155 | 41,101 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $5,293,783 | 39,926 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,821,199 | 40,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,851,609 | 47,574 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $9,779,879 | 46,062 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $10,318,437 | 40,603 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,326,155 | 38,073 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,142,452 | 29,240 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,648,662 | 26,661 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $6,736,870 | 30,274 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,317,425 | 21,158 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,187,946 | 22,356 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,817,974 | 19,572 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||