Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$287,784
-$283,799 QoQ
Shares Held
1,837
-40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#236
of 355 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. CRM ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,837 | $287,784 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,784 | 1,837 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $571,583 | 3,062 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $534,588 | 2,018 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $437,265 | 1,845 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $677,361 | 2,484 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $643,258 | 2,397 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $683,370 | 2,044 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $505,268 | 1,846 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $469,464 | 1,826 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $552,062 | 1,833 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $438,654 | 1,667 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $273,753 | 1,350 | Shares | Sole | 2023-10-11 | |
| 2021-09-30 | $293,460 | 1,082 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $264,055 | 1,081 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $229,031 | 1,081 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $313,989 | 1,411 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $362,152 | 1,441 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||