Capital Investment Advisory Services, LLC
Position in CRM — Salesforce, Inc.
CIK 1659203
RALEIGH, NC
Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$798,966
-$19,955 QoQ
Shares Held
5,100
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,327
of 2,451 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, 2026Capital Investment Advisory Services, LLC holds $6,539,878 across 10 Software - Application names. CRM ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,699 | $1,543,682 | |
| 2 | UBER |
Uber Technologies, Inc
|
12,380 | $893,340 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,100 | $798,966 | |
| 4 | SHOP |
Shopify Inc.
|
6,022 | $687,591 | |
| 5 | FICO |
Fair Isaac Corp
|
432 | $516,144 | |
| 6 | NOW |
ServiceNow, Inc.
|
5,096 | $505,930 | |
| 7 | ADBE |
Adobe Inc.
|
2,381 | $488,152 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,069 | $463,352 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798,966 | 5,100 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $818,921 | 4,387 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $794,465 | 2,999 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $582,783 | 2,459 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $680,634 | 2,496 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $652,919 | 2,433 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $736,194 | 2,202 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $603,256 | 2,204 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $571,019 | 2,221 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $661,993 | 2,198 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $639,430 | 2,430 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $461,121 | 2,274 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $447,237 | 2,117 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $420,536 | 2,105 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $325,641 | 2,456 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $412,820 | 2,870 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $598,435 | 3,626 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $699,169 | 3,293 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $639,136 | 2,515 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $681,575 | 2,513 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $760,901 | 3,115 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $751,079 | 3,545 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $903,249 | 4,059 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $915,810 | 3,644 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $887,194 | 4,736 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $666,771 | 4,631 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||