Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,002,662
+$252,008 QoQ
Shares Held
102,149
+21.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#365
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, 2026Foster Victor Wealth Advisors, LLC holds $60,610,620 across 8 Software - Application names. CRM ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
102,149 | $16,002,662 | |
| 2 | UBER |
Uber Technologies, Inc
|
214,725 | $15,494,556 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
181,209 | $11,244,018 | |
| 4 | NOW |
ServiceNow, Inc.
|
94,859 | $9,417,601 | |
| 5 | ADBE |
Adobe Inc.
|
35,049 | $7,185,745 | |
| 6 | PAYC |
Paycom Software, Inc.
|
5,348 | $672,136 | |
| 7 | SAP |
Sap SE
|
2,564 | $395,138 | |
| 8 | SNOW |
Snowflake Inc.
|
781 | $198,764 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,002,662 | 102,149 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $15,750,654 | 84,377 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $18,355,084 | 69,288 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,208,096 | 72,608 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $16,115,706 | 59,099 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $13,607,462 | 50,706 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $15,373,830 | 45,984 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,036,122 | 51,281 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,709,738 | 49,435 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $13,160,963 | 43,698 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,347,844 | 46,925 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,989,348 | 49,262 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $10,496,241 | 49,684 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $9,693,725 | 48,522 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,167,285 | 54,056 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $6,585,282 | 45,782 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $7,042,421 | 42,671 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $8,429,316 | 39,701 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $9,443,724 | 37,161 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $9,378,787 | 34,580 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $7,914,103 | 32,399 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $6,334,701 | 29,899 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||