Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,892,726
-$511,388 QoQ
Shares Held
18,465
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#821
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, 2026Avior Wealth Management, LLC holds $13,021,409 across 13 Software - Application names. CRM ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,214 | $4,302,975 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
18,465 | $2,892,726 | |
| 3 | SHOP |
Shopify Inc.
|
12,476 | $1,424,509 | |
| 4 | ADSK |
Autodesk, Inc.
|
4,587 | $891,804 | |
| 5 | MSTR |
Strategy Inc
|
8,764 | $761,854 | |
| 6 | UBER |
Uber Technologies, Inc
|
10,503 | $757,896 | |
| 7 | DT |
Dynatrace, Inc.
|
9,517 | $417,891 | |
| 8 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,892,726 | 18,465 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,404,114 | 18,236 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,302,403 | 16,241 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,738,912 | 15,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,511,110 | 16,543 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,063,238 | 15,141 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,916,637 | 17,697 | Shares | Other | 2025-01-17 | |
| 2024-09-30 | $5,343,639 | 19,523 | Shares | Other | 2024-11-08 | |
| 2024-06-30 | $4,976,684 | 19,357 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $5,876,322 | 19,511 | Shares | Other | 2024-04-30 | |
| 2023-12-31 | $4,801,252 | 18,246 | Shares | Other | 2024-01-30 | |
| 2023-09-30 | $3,611,105 | 17,808 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $3,503,746 | 16,585 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $3,343,517 | 16,736 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,027,432 | 15,291 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $1,975,066 | 13,731 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $2,269,299 | 13,750 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $2,963,350 | 13,957 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $3,594,922 | 14,146 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $3,666,894 | 13,520 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $3,238,042 | 13,256 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $2,976,772 | 14,050 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,062,902 | 13,764 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $3,584,325 | 14,262 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $2,245,711 | 11,988 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,415,467 | 9,831 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||