CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in CRM — Salesforce, Inc.
CIK 1766904
RICHMOND, VA
Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$297,177
-$222,321 QoQ
Shares Held
1,897
-31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,843
of 2,451 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,259,349 across 20 Software - Application names. CRM ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
16,220 | $1,170,430 | |
| 2 | DOCU |
Docusign, Inc.
|
11,795 | $523,932 | |
| 3 | ADP |
Automatic Data Processing Inc
|
1,955 | $437,817 | |
| 4 | NOW |
ServiceNow, Inc.
|
3,013 | $299,126 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,897 | $297,177 | |
| 6 | PAYX |
Paychex Inc
|
2,898 | $284,954 | |
| 7 | IDCC |
InterDigital, Inc.
|
707 | $200,171 | |
| 8 | INTU |
Intuit Inc.
|
720 | $187,920 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,177 | 1,897 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $519,498 | 2,783 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,069,170 | 4,036 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $835,425 | 3,525 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $996,405 | 3,654 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $683,777 | 2,548 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $811,749 | 2,428 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $8,896,665 | 32,504 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $8,488,154 | 33,015 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $9,896,470 | 32,859 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $8,003,137 | 30,414 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $5,972,274 | 29,452 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $5,559,306 | 26,315 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,036,453 | 25,210 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,298,706 | 24,879 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,652,648 | 32,346 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,057,815 | 30,646 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $222,723 | 1,049 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $324,015 | 1,275 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $238,131 | 878 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $202,255 | 828 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $216,076 | 971 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $165,368 | 658 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||