Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$652,332
-$127,761 QoQ
Shares Held
4,164
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,435
of 2,451 holders
Holding Since
Mar 2021
22 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, 2026MONECO ADVISORS, LLC holds $3,895,798 across 7 Software - Application names. CRM ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
7,331 | $837,053 | |
| 2 | SAP |
Sap SE
|
4,945 | $762,073 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,164 | $652,332 | |
| 4 | UBER |
Uber Technologies, Inc
|
7,354 | $530,664 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,160 | $483,732 | |
| 6 | INTU |
Intuit Inc.
|
1,599 | $417,339 | |
| 7 | ADBE |
Adobe Inc.
|
1,037 | $212,605 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,332 | 4,164 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $780,093 | 4,179 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,238,719 | 4,676 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,063,893 | 4,489 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,233,649 | 4,524 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,359,780 | 5,067 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,525,547 | 4,563 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,263,992 | 4,618 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,066,707 | 4,149 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $800,837 | 2,659 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 | $632,588 | 2,404 | Shares | Sole | 2024-03-13 | |
| 2023-09-30 | $339,250 | 1,673 | Shares | Sole | 2024-03-13 | |
| 2023-06-30 | $348,156 | 1,648 | Shares | Sole | 2024-03-13 | |
| 2023-03-31 | $335,630 | 1,680 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $209,227 | 1,578 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $224,534 | 1,561 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $270,170 | 1,637 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $314,233 | 1,480 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $368,234 | 1,449 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $364,519 | 1,344 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $320,970 | 1,314 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $274,795 | 1,297 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||