Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$139,427
-$15,322 QoQ
Shares Held
890
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,097
of 2,451 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026First Command Advisory Services, Inc. holds $1,621,248 across 27 Software - Application names. CRM ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
5,008 | $571,813 | |
| 2 | ADP |
Automatic Data Processing Inc
|
1,314 | $294,270 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
890 | $139,427 | |
| 4 | SNOW |
Snowflake Inc.
|
481 | $122,414 | |
| 5 | DDOG |
Datadog, Inc.
|
457 | $118,984 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
170 | $63,803 | |
| 7 | UBER |
Uber Technologies, Inc
|
884 | $63,789 | |
| 8 | ADBE |
Adobe Inc.
|
245 | $50,229 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $139,427 | 890 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $154,749 | 829 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $186,761 | 705 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $159,738 | 674 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $179,157 | 657 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $153,501 | 572 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $178,197 | 533 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $147,529 | 539 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $137,034 | 533 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $152,095 | 505 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $132,885 | 505 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $111,529 | 550 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $1,988 | 15 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $863 | 6 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||