Prime Capital Investment Advisors, LLC
Position in CRM — Salesforce, Inc.
CIK 1731446
OVERLAND PARK, KS
Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,503,896
-$6,909,498 QoQ
Shares Held
15,983
-68.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#861
of 2,451 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)
Derivatives in CRM
reported options exposure · as of Mar 31, 2024CallValue
$23,256
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Prime Capital Investment Advisors, LLC holds $35,506,914 across 16 Software - Application names. CRM ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
140,723 | $10,154,571 | |
| 2 | NOW |
ServiceNow, Inc.
|
80,780 | $8,019,838 | |
| 3 | ADP |
Automatic Data Processing Inc
|
22,779 | $5,101,357 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
15,983 | $2,503,896 | |
| 5 | SHOP |
Shopify Inc.
|
15,258 | $1,742,158 | |
| 6 | DDOG |
Datadog, Inc.
|
6,321 | $1,645,735 | |
| 7 | SAP |
Sap SE
|
9,040 | $1,393,154 | |
| 8 | PAYX |
Paychex Inc
|
10,954 | $1,077,106 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,503,896 | 15,983 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,413,394 | 50,428 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,486,532 | 47,135 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $12,938,304 | 54,592 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $18,668,630 | 68,461 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $26,247,486 | 97,807 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,240,003 | 60,539 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,885,033 | 58,036 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $13,137,295 | 51,098 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $23,256 | 3,000 | Call | Sole | 2024-05-15 | |
| 2024-03-31 | $18,232,232 | 60,536 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,573,872 | 62,985 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $16,025,095 | 79,027 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,904,180 | 80,016 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,936,556 | 54,743 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $9,243,511 | 69,715 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $9,801,832 | 68,144 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,853,405 | 53,644 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,797,479 | 41,435 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $10,582,481 | 41,642 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $9,173,474 | 33,823 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $3,236,088 | 13,248 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,188,193 | 10,328 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,946,914 | 8,749 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,712,997 | 6,816 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,234,472 | 11,928 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $1,182,651 | 8,214 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||