Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,631,069
-$1,949,401 QoQ
Shares Held
40,880
+13.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $56,991,023 across 19 Software - Application names. CRM ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
166,101 | $11,947,644 | |
| 2 | SNOW |
Snowflake Inc.
|
50,949 | $7,684,128 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
40,880 | $7,631,069 | |
| 4 | NOW |
ServiceNow, Inc.
|
65,268 | $6,823,769 | |
| 5 | DOCU |
Docusign, Inc.
|
121,824 | $5,775,675 | |
| 6 | ROP |
Roper Technologies Inc
|
15,808 | $5,593,818 | |
| 7 | PAYC |
Paycom Software, Inc.
|
21,205 | $2,577,255 | |
| 8 | SHOP |
Shopify Inc.
|
15,824 | $1,877,042 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,631,069 | 40,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,580,470 | 36,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,541,340 | 31,820 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,614,004 | 31,589 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,881,910 | 33,097 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,282,987 | 30,757 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,081,561 | 29,526 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,592,677 | 29,532 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,549,431 | 35,027 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,850,713 | 33,635 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,686,062 | 32,972 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $6,256,710 | 31,318 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,634,165 | 19,867 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,849,758 | 19,812 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,190,553 | 19,332 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,633,432 | 17,113 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $4,305,724 | 16,943 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,285,276 | 15,800 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,354,684 | 26,015 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,382,133 | 25,403 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,499,828 | 24,715 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $6,143,266 | 24,444 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $5,047,232 | 26,943 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,167,618 | 15,055 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||