Advisory Alpha, LLC

Position in CRM — Salesforce, Inc.

CIK 1576762 HOLLAND, MI

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$808,208

-$88,181 QoQ

Shares Held

5,159

+7.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,323

of 2,451 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Alpha, LLC holds $7,488,492 across 11 Software - Application names. CRM ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	5,671	$1,270,020
2	PAYX	Paychex Inc	9,844	$967,960
3	ADSK	Autodesk, Inc.	4,333	$842,421
4	CDNS	Cadence Design Systems Inc	2,184	$819,698
5	CRM	Salesforce, Inc. This page	5,159	$808,208
6	WDAY	Workday, Inc.	4,997	$611,732
7	TYL	Tyler Technologies Inc	1,864	$545,145
8	PAYC	Paycom Software, Inc.	4,310	$541,680

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$808,208	5,159	+7.4%	Shares	Sole	2026-08-11
2026-03-31	$896,389	4,802	+19.0%	Shares	Sole	2026-05-14
2025-12-31	$1,069,176	4,036	+5.4%	Shares	Sole	2026-02-06
2025-09-30	$907,710	3,830	+7.3%	Shares	Sole	2025-11-12
2025-06-30	$973,775	3,571	+30.9%	Shares	Sole	2025-08-01
2025-03-31	$732,086	2,728	+11.0%	Shares	Sole	2025-05-19
2024-12-31	$821,448	2,457	+9.1%	Shares	Sole	2025-01-17
2024-09-30	$616,394	2,252	+22.1%	Shares	Sole	2024-11-12
2024-06-30	$474,092	1,844	+32.1%	Shares	Sole	2024-08-21
2024-03-31	$420,447	1,396	-6.8%	Shares	Sole	2024-05-06
2023-12-31	$394,183	1,498	+3.7%	Shares	Sole	2024-01-23
2023-09-30	$293,017	1,445	+47.6%	Shares	Sole	2023-10-18
2022-03-31	$207,861	979	+2231.0%	Shares	Sole	2022-05-02
2020-09-30	$10,555	42	+281.8%	Shares	Sole	2020-11-16
2020-03-31	$1,583	11	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.