Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$280,264
-$49,581 QoQ
Shares Held
1,789
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,876
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026McAdam, LLC holds $2,858,473 across 12 Software - Application names. CRM ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,087 | $467,383 | |
| 2 | INTU |
Intuit Inc.
|
1,675 | $437,175 | |
| 3 | ADBE |
Adobe Inc.
|
1,519 | $311,425 | |
| 4 | YOU |
Clear Secure, Inc.
|
5,092 | $283,777 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,789 | $280,264 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
700 | $262,724 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,444 | $242,640 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,203 | $231,128 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,264 | 1,789 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $329,845 | 1,767 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $461,738 | 1,743 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $381,333 | 1,609 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $399,763 | 1,466 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $200,733 | 748 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $307,917 | 921 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $214,588 | 784 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $203,623 | 792 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $224,981 | 747 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||