Position in CRM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$594,543
-$228,002 QoQ
Shares Held
3,185
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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 Mar 31, 2026GM Advisory Group, LLC holds $16,632,914 across 10 Software - Application names. CRM ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
66,011 | $4,748,171 | |
| 2 | SHOP |
Shopify Inc.
|
29,355 | $3,482,090 | |
| 3 | MSTR |
Strategy Inc
|
20,000 | $2,496,000 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,355 | $1,709,915 | |
| 5 | INTU |
Intuit Inc.
|
3,368 | $1,456,255 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,992 | $1,014,274 | |
| 7 | ADBE |
Adobe Inc.
|
3,038 | $738,477 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
3,185 | $594,543 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,543 | 3,185 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $822,545 | 3,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $782,337 | 3,301 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,039,221 | 3,811 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $362,017 | 1,349 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $465,721 | 1,393 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $219,789 | 803 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $226,762 | 882 | Shares | Sole | 2024-08-12 | |
| 2022-09-30 | $605,278 | 4,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $777,008 | 4,708 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,807,055 | 8,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $306,734 | 1,207 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $289,120 | 1,066 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $224,972 | 921 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $231,876 | 1,042 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||