Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,112,246
-$1,660,995 QoQ
Shares Held
90,082
+6.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#391
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $145,470,364 across 86 Software - Application names. CRM ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
94,658 | $21,198,659 | |
| 2 | UBER |
Uber Technologies, Inc
|
255,446 | $18,432,983 | |
| 3 | NOW |
ServiceNow, Inc.
|
150,324 | $14,924,166 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
90,082 | $14,112,246 | |
| 5 | SHOP |
Shopify Inc.
|
88,161 | $10,066,222 | |
| 6 | INTU |
Intuit Inc.
|
26,904 | $7,021,944 | |
| 7 | SNOW |
Snowflake Inc.
|
26,076 | $6,636,342 | |
| 8 | MSTR |
Strategy Inc
|
73,145 | $6,205,575 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,112,246 | 90,082 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,773,241 | 84,498 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $22,336,416 | 84,317 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $17,087,700 | 72,100 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $26,408,117 | 96,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,232,817 | 94,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,473,826 | 94,140 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,944,013 | 91,133 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,222,990 | 70,879 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $21,487,084 | 71,343 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,840,238 | 60,197 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $9,745,201 | 48,058 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,422,936 | 39,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,971,823 | 29,892 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,798,046 | 21,103 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,035,743 | 21,105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,521,293 | 21,336 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,456,384 | 20,989 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,214,750 | 28,390 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,265,736 | 19,415 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,412,493 | 18,064 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,736,751 | 17,637 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $3,794,359 | 17,051 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $7,229,973 | 28,768 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,901,302 | 26,164 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,443,111 | 10,023 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||