Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,171
-$44,885 QoQ
Shares Held
799
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,119
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Heritage Wealth Advisors holds $1,619,925 across 15 Software - Application names. CRM ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,400 | $761,430 | |
| 2 | INTU |
Intuit Inc.
|
1,051 | $274,311 | |
| 3 | PAYX |
Paychex Inc
|
2,672 | $262,737 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
799 | $125,171 | |
| 5 | ADBE |
Adobe Inc.
|
389 | $79,752 | |
| 6 | SHOP |
Shopify Inc.
|
310 | $35,395 | |
| 7 | NOW |
ServiceNow, Inc.
|
293 | $29,089 | |
| 8 | PTC |
Ptc Inc.
|
171 | $19,427 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,171 | 799 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $170,056 | 911 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $260,671 | 984 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $186,519 | 787 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $229,332 | 841 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $225,422 | 840 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $282,508 | 845 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $293,964 | 1,074 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,922 | 1,151 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $346,658 | 1,151 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $302,874 | 1,151 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $233,399 | 1,151 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $256,469 | 1,214 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $244,730 | 1,225 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $176,212 | 1,329 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $208,855 | 1,452 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $246,239 | 1,492 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $316,781 | 1,492 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $449,301 | 1,768 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $425,272 | 1,568 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $383,015 | 1,568 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $382,001 | 1,803 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $353,377 | 1,588 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $394,069 | 1,568 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $301,039 | 1,607 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $231,375 | 1,607 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||