Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,941,174
-$460,708 QoQ
Shares Held
12,391
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#956
of 2,457 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Capital Investment Advisors, LLC holds $14,577,932 across 13 Software - Application names. CRM ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
8,507 | $3,192,847 | |
| 2 | ADP |
Automatic Data Processing Inc
|
10,085 | $2,258,535 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
12,391 | $1,941,174 | |
| 4 | NOW |
ServiceNow, Inc.
|
15,215 | $1,510,545 | |
| 5 | ADBE |
Adobe Inc.
|
6,952 | $1,425,299 | |
| 6 | SNOW |
Snowflake Inc.
|
3,411 | $868,099 | |
| 7 | PAYX |
Paychex Inc
|
7,956 | $782,313 | |
| 8 | FICO |
Fair Isaac Corp
|
427 | $510,171 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,941,174 | 12,391 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,401,882 | 12,867 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,817,052 | 10,634 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,497,506 | 10,538 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,857,245 | 10,478 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,883,887 | 7,020 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,255,055 | 6,745 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,817,160 | 6,639 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,708,686 | 6,646 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,937,792 | 6,434 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,728,566 | 6,569 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $1,335,103 | 6,584 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,208,407 | 5,720 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,174,906 | 5,881 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $779,629 | 5,880 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $868,937 | 6,041 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $1,003,773 | 6,082 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,192,389 | 5,616 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,270,650 | 5,000 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,282,870 | 4,730 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $951,431 | 3,895 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $867,607 | 4,095 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $714,988 | 3,213 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $290,777 | 1,157 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $207,561 | 1,108 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||