Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,458,308
-$124,831 QoQ
Shares Held
15,692
+13.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#869
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $17,367,570 across 15 Software - Application names. CRM ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
27,637 | $7,033,616 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
15,692 | $2,458,308 | |
| 3 | NOW |
ServiceNow, Inc.
|
22,240 | $2,207,987 | |
| 4 | FSLY |
Fastly, Inc.
|
84,718 | $1,555,422 | |
| 5 | SHOP |
Shopify Inc.
|
6,902 | $788,070 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,639 | $623,390 | |
| 7 | NICE |
NICE Ltd.
|
4,813 | $437,261 | |
| 8 | MSTR |
Strategy Inc
|
4,849 | $421,523 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,458,308 | 15,692 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,583,139 | 13,838 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,942,620 | 11,108 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,647,053 | 11,169 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,063,126 | 11,233 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,089,360 | 11,512 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,456,637 | 10,339 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,767,755 | 10,112 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,601,080 | 10,117 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,472,003 | 11,528 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,015,058 | 11,458 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,204,624 | 10,872 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,048,588 | 9,697 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,204,172 | 11,033 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,347,909 | 10,166 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,134,322 | 7,886 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,501,698 | 9,099 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,836,780 | 8,651 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,049,558 | 8,065 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $1,932,713 | 7,126 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,727,477 | 7,072 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,484,784 | 7,008 | Shares | Sole | 2021-05-25 | |
| 2020-12-31 | $1,341,633 | 6,029 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,443,833 | 5,745 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,094,381 | 5,842 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $727,674 | 5,054 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||