Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,382,446
-$237,831 QoQ
Shares Held
21,591
+11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#765
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2020CallValue
$3,000
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. CRM ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,382,446 | 21,591 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,620,277 | 19,394 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,597,513 | 17,355 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,616,997 | 19,481 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $5,404,443 | 19,819 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,439,657 | 20,270 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $5,983,574 | 21,861 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $5,539,990 | 21,548 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,219,367 | 20,650 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $7,147,934 | 27,164 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,371,844 | 26,491 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,479,345 | 21,203 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,160,018 | 20,823 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,082,325 | 15,705 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,061,083 | 14,329 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,214,176 | 13,416 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,744,872 | 12,928 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,900,639 | 11,414 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $3,018,136 | 11,128 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,555,797 | 10,463 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,354,723 | 11,114 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,000 | 400 | Call | Sole | 2021-02-03 | |
| 2020-12-31 | $2,699,956 | 12,133 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,398,600 | 13,523 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,406,815 | 12,848 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,707,458 | 11,859 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||