Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,266,715
-$5,135,470 QoQ
Shares Held
22,857
-35.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2020CallValue
$445
CallShares
2
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $52,705,688 across 20 Software - Application names. CRM ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,155,073 | $15,593,485 | |
| 2 | MSTR |
Strategy Inc
|
49,174 | $6,136,914 | |
| 3 | UBER |
Uber Technologies, Inc
|
66,017 | $4,748,602 | |
| 4 | NOW |
ServiceNow, Inc.
|
44,358 | $4,637,628 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
22,857 | $4,266,715 | |
| 6 | ADBE |
Adobe Inc.
|
13,525 | $3,287,656 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,756,133 | |
| 8 | SHOP |
Shopify Inc.
|
18,031 | $2,138,836 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,266,715 | 22,857 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,402,185 | 35,492 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,220,862 | 43,126 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,112,071 | 44,417 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,776,709 | 43,884 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $14,490,864 | 43,343 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,608,041 | 35,103 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,483,271 | 32,996 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,794,372 | 32,520 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,770,786 | 29,531 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,105,503 | 30,109 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,386,178 | 30,229 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,311,851 | 21,583 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,002,633 | 22,646 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,683,023 | 25,605 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,329,493 | 26,233 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $9,015,956 | 42,464 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,866,343 | 42,759 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,780,451 | 39,748 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $9,110,538 | 37,297 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,532,004 | 40,270 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $445 | 2 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $7,733,807 | 34,754 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,625,051 | 34,319 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,117,952 | 11,306 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,240,675 | 8,617 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||