Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,428,659
-$838,056 QoQ
Shares Held
21,886
-4.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#761
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
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 Jun 30, 2026Independent Advisor Alliance holds $59,983,238 across 24 Software - Application names. CRM ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MITK |
Mitek Systems Inc
|
1,137,006 | $22,887,930 | |
| 2 | NOW |
ServiceNow, Inc.
|
70,036 | $6,953,173 | |
| 3 | UBER |
Uber Technologies, Inc
|
61,837 | $4,462,157 | |
| 4 | MSTR |
Strategy Inc
|
50,569 | $4,179,177 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
21,886 | $3,428,659 | |
| 6 | DSGX |
Descartes Systems Group Inc
|
38,515 | $2,666,778 | |
| 7 | ADBE |
Adobe Inc.
|
11,618 | $2,381,922 | |
| 8 | ADP |
Automatic Data Processing Inc
|
9,764 | $2,186,647 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,428,659 | 21,886 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||