Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$954,372
-$472,720 QoQ
Shares Held
6,092
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,250
of 2,447 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, 2026Integrated Advisors Network LLC holds $8,933,150 across 8 Software - Application names. CRM ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
46,368 | $4,603,415 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
6,092 | $954,372 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,812 | $853,697 | |
| 4 | SHOP |
Shopify Inc.
|
7,020 | $801,543 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,711 | $628,585 | |
| 6 | ADBE |
Adobe Inc.
|
2,215 | $454,119 | |
| 7 | PAYX |
Paychex Inc
|
3,644 | $358,314 | |
| 8 | DDOG |
Datadog, Inc.
|
1,072 | $279,105 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,372 | 6,092 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,427,092 | 7,645 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,034,544 | 11,455 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,486,604 | 10,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,598,689 | 13,197 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,840,499 | 14,311 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,848,472 | 11,511 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,134,253 | 11,451 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,895,203 | 11,261 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,896,666 | 12,938 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $3,823,161 | 14,529 | Shares | Sole | 2024-02-26 | |
| 2023-09-30 | $2,914,759 | 14,374 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,552,443 | 12,082 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,424,031 | 7,128 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $825,770 | 6,228 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $883,896 | 6,145 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,001,792 | 6,070 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,064,784 | 5,015 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,033,800 | 4,068 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,015,978 | 7,433 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $874,242 | 3,579 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $736,248 | 3,475 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $445,950 | 2,004 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $476,754 | 1,897 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $321,645 | 1,717 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $247,357 | 1,718 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||