Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,056,162
-$67,955 QoQ
Shares Held
13,125
+15.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#936
of 2,451 holders
Holding Since
Sep 2020
24 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, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. CRM ranks #1 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,056,162 | 13,125 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,124,117 | 11,379 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,125,673 | 11,799 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,361,942 | 9,966 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,253,237 | 8,263 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,733,873 | 6,461 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,191,533 | 6,555 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,742,711 | 6,367 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,469,583 | 5,716 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,755,879 | 5,830 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,390,958 | 5,286 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $958,946 | 4,729 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $817,787 | 3,871 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $700,628 | 3,507 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $302,172 | 2,279 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $249,130 | 1,732 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $449,073 | 2,721 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $385,148 | 1,814 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $565,185 | 2,224 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $436,392 | 1,609 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $331,718 | 1,358 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $208,480 | 984 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $244,560 | 1,099 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $227,947 | 907 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||