Steward Partners Investment Advisory, LLC
Position in CRM — Salesforce, Inc.
CIK 1723397
STAMFORD, CT
Position in CRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$35,737,224
-$5,003,284 QoQ
Shares Held
191,446
+24.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.34%
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)
Position in Software - Application
Technology · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $191,916,535 across 92 Software - Application names. CRM ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,151,543 | $82,830,487 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
191,446 | $35,737,224 | |
| 3 | ADP |
Automatic Data Processing Inc
|
72,364 | $14,702,917 | |
| 4 | NOW |
ServiceNow, Inc.
|
123,561 | $12,918,302 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
32,657 | $9,074,400 | |
| 6 | ADBE |
Adobe Inc.
|
28,645 | $6,963,026 | |
| 7 | SHOP |
Shopify Inc.
|
48,835 | $5,792,807 | |
| 8 | ADSK |
Autodesk, Inc.
|
21,902 | $5,243,338 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||