Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,708,024
-$2,132,071 QoQ
Shares Held
68,352
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#461
of 2,457 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026World Investment Advisors holds $48,485,283 across 20 Software - Application names. CRM ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
68,352 | $10,708,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
122,756 | $8,858,072 | |
| 3 | NOW |
ServiceNow, Inc.
|
43,509 | $4,319,573 | |
| 4 | ADBE |
Adobe Inc.
|
19,946 | $4,089,328 | |
| 5 | ADSK |
Autodesk, Inc.
|
18,907 | $3,675,898 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
9,195 | $3,451,067 | |
| 7 | ADP |
Automatic Data Processing Inc
|
10,755 | $2,408,582 | |
| 8 | SHOP |
Shopify Inc.
|
20,983 | $2,395,838 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,708,024 | 68,352 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,840,095 | 68,785 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $19,109,017 | 72,134 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $16,069,785 | 67,805 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $18,680,627 | 68,505 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $18,016,885 | 67,137 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $20,864,532 | 62,407 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,902,414 | 54,446 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $2,088,166 | 8,122 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $214,459 | 815 | Shares | Sole | 2024-02-15 | |
| 2022-09-30 | $212,164 | 1,475 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $229,735 | 1,392 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $310,836 | 1,464 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $368,488 | 1,450 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $234,876 | 866 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $207,873 | 851 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $278,162 | 1,250 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $339,533 | 1,351 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $292,984 | 1,564 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $231,231 | 1,606 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||