Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,777,464
-$1,152,508 QoQ
Shares Held
11,346
-27.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#990
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, 2026Mutual Advisors, LLC holds $16,496,900 across 17 Software - Application names. CRM ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
16,930 | $3,470,988 | |
| 2 | SHOP |
Shopify Inc.
|
26,763 | $3,055,799 | |
| 3 | ADP |
Automatic Data Processing Inc
|
9,038 | $2,024,060 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
11,346 | $1,777,464 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
3,168 | $1,189,013 | |
| 6 | NOW |
ServiceNow, Inc.
|
11,360 | $1,127,820 | |
| 7 | UBER |
Uber Technologies, Inc
|
10,257 | $740,145 | |
| 8 | INTU |
Intuit Inc.
|
2,330 | $608,130 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,777,464 | 11,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,929,972 | 15,696 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,021,563 | 11,406 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,956,101 | 12,473 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,716,492 | 13,629 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,206,902 | 11,950 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,594,047 | 10,750 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,108,250 | 11,356 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $3,481,905 | 13,543 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,210,879 | 10,661 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,703,500 | 10,274 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,251,466 | 11,103 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,942,324 | 9,194 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,950,651 | 9,764 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,289,305 | 9,724 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,427,468 | 9,924 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,405,150 | 8,514 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,851,430 | 8,720 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,803,560 | 7,097 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,690,785 | 6,234 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,317,836 | 5,395 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $961,677 | 4,539 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $897,018 | 4,031 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $853,734 | 3,397 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $474,319 | 2,532 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $364,701 | 2,533 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||