Position in CRM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,022,793
-$34,123 QoQ
Shares Held
12,912
+17.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#945
of 2,451 holders
Holding Since
Mar 2020
21 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, 2026Teamwork Financial Advisors, LLC holds $36,429,226 across 7 Software - Application names. CRM ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
154,649 | $15,353,552 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
30,857 | $11,581,249 | |
| 3 | ADBE |
Adobe Inc.
|
15,998 | $3,279,909 | |
| 4 | UBER |
Uber Technologies, Inc
|
30,658 | $2,212,281 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
12,912 | $2,022,793 | |
| 6 | MSTR |
Strategy Inc
|
19,515 | $1,696,438 | |
| 7 | SNOW |
Snowflake Inc.
|
1,112 | $283,004 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,022,793 | 12,912 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,056,916 | 11,019 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,301,802 | 8,689 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,748,586 | 7,378 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,309,184 | 4,801 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,285,444 | 4,790 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $403,870 | 1,208 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $368,687 | 1,347 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,410,055 | 9,374 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,682,090 | 5,585 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,208,865 | 4,594 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,499,760 | 7,396 | Shares | Sole | 2023-10-31 | |
| 2022-03-31 | $610,632 | 2,876 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,170,268 | 4,605 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,252,765 | 4,619 | Shares | Defined | 2021-10-13 | |
| 2021-06-30 | $1,092,131 | 4,471 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,242,829 | 5,866 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,464,469 | 6,581 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,396,333 | 5,556 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,552,591 | 8,288 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $408,471 | 2,837 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||