Position in CRM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,401,882
-$415,170 QoQ
Shares Held
12,867
+21.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Capital Investment Advisors, LLC holds $14,542,783 across 13 Software - Application names. CRM ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
12,867 | $2,401,882 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
8,293 | $2,304,375 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,174 | $1,900,091 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,852 | $1,798,549 | |
| 5 | ADBE |
Adobe Inc.
|
7,318 | $1,778,859 | |
| 6 | INTU |
Intuit Inc.
|
2,508 | $1,084,409 | |
| 7 | PAYX |
Paychex Inc
|
8,189 | $754,370 | |
| 8 | UBER |
Uber Technologies, Inc
|
7,314 | $526,096 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||