Steward Partners Investment Advisory, LLC
Position in CRM — Salesforce, Inc.
CIK 1723397
STAMFORD, CT
Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,280,419
-$7,456,805 QoQ
Shares Held
180,521
-5.7% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#283
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $135,269,236 across 89 Software - Application names. CRM ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
473,715 | $34,183,274 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
180,521 | $28,280,419 | |
| 3 | ADP |
Automatic Data Processing Inc
|
60,377 | $13,521,429 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
32,031 | $12,021,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
115,761 | $11,492,752 | |
| 6 | ADBE |
Adobe Inc.
|
30,789 | $6,312,360 | |
| 7 | SHOP |
Shopify Inc.
|
48,093 | $5,491,258 | |
| 8 | PAYX |
Paychex Inc
|
43,358 | $4,263,392 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,280,419 | 180,521 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $35,737,224 | 191,446 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $40,740,508 | 153,790 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,550,097 | 145,781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,090,521 | 132,350 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $35,026,883 | 130,522 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,981,818 | 125,570 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,268,629 | 121,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,653,518 | 119,228 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,218,017 | 123,574 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,952,046 | 106,225 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $21,207,949 | 104,586 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,322,894 | 100,932 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,370,469 | 96,959 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,760,202 | 88,696 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,141,485 | 98,314 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,319,320 | 98,881 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $27,157,214 | 127,907 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $31,864,598 | 125,387 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $31,119,782 | 114,740 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $24,495,639 | 100,281 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,610,740 | 102,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $26,279,680 | 118,095 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,782,925 | 114,527 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $21,727,657 | 115,986 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $13,132,847 | 91,213 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||