Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$743,351
-$211,652 QoQ
Shares Held
4,745
-7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,359
of 2,451 holders
Holding Since
Mar 2020
24 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, 2026PFG Advisors holds $11,941,400 across 11 Software - Application names. CRM ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,484 | $3,559,534 | |
| 2 | PAYX |
Paychex Inc
|
26,819 | $2,637,112 | |
| 3 | ADP |
Automatic Data Processing Inc
|
11,019 | $2,467,705 | |
| 4 | CRM |
Salesforce, Inc.
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|
4,745 | $743,351 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,363 | $653,834 | |
| 6 | SHOP |
Shopify Inc.
|
5,123 | $584,944 | |
| 7 | DDOG |
Datadog, Inc.
|
1,477 | $384,551 | |
| 8 | ADBE |
Adobe Inc.
|
1,541 | $315,935 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $743,351 | 4,745 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $955,003 | 5,116 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,205,340 | 4,550 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,093,044 | 4,612 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,131,663 | 4,150 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $740,941 | 2,761 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $870,595 | 2,604 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $638,018 | 2,331 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $620,639 | 2,414 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $504,175 | 1,674 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $403,393 | 1,533 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $300,317 | 1,481 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $402,027 | 1,903 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $234,142 | 1,172 | Shares | Sole | 2023-04-21 | |
| 2022-06-30 | $207,455 | 1,257 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $250,749 | 1,181 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $389,835 | 1,534 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $253,861 | 936 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $256,972 | 1,052 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $210,598 | 994 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $233,879 | 1,051 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $814,276 | 3,240 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $479,564 | 2,560 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $377,227 | 2,620 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||