Foundations Investment Advisors, LLC
EndowmentPosition in CRM — Salesforce, Inc.
CIK 1743404
PHOENIX, AZ
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,233,342
-$2,671,270 QoQ
Shares Held
116,388
+3.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#346
of 2,443 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $58,878,522 across 15 Software - Application names. CRM ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
318,171 | $27,658,604 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
116,388 | $18,233,342 | |
| 3 | NOW |
ServiceNow, Inc.
|
35,958 | $3,569,910 | |
| 4 | ADBE |
Adobe Inc.
|
8,926 | $1,830,008 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,010 | $1,793,838 | |
| 6 | SHOP |
Shopify Inc.
|
13,858 | $1,582,306 | |
| 7 | UBER |
Uber Technologies, Inc
|
13,293 | $959,222 | |
| 8 | SNOW |
Snowflake Inc.
|
2,476 | $630,142 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,233,342 | 116,388 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $20,904,612 | 111,987 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $25,493,878 | 96,236 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $21,022,848 | 88,704 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $21,450,612 | 78,663 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,993,178 | 70,775 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $12,194,018 | 36,473 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,682,354 | 31,721 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,897,993 | 26,830 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,332,610 | 21,026 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,571,531 | 17,373 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,821,683 | 13,915 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $2,475,333 | 11,717 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,215,261 | 6,083 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $390,742 | 2,947 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $638,649 | 4,440 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||