Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,373,399
-$516,252 QoQ
Shares Held
15,150
-2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#882
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $22,187,845 across 13 Software - Application names. CRM ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
66,529 | $4,800,732 | |
| 2 | SNOW |
Snowflake Inc.
|
17,239 | $4,387,325 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
10,272 | $3,855,287 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
15,150 | $2,373,399 | |
| 5 | SHOP |
Shopify Inc.
|
13,542 | $1,546,225 | |
| 6 | ADBE |
Adobe Inc.
|
5,656 | $1,159,593 | |
| 7 | NOW |
ServiceNow, Inc.
|
11,146 | $1,106,574 | |
| 8 | BSY |
Bentley Systems Inc
|
30,469 | $910,718 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,373,399 | 15,150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,889,651 | 15,480 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,622,061 | 36,322 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,841,145 | 33,085 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,903,418 | 47,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,155,540 | 60,201 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $21,899,617 | 65,503 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $18,590,656 | 67,921 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,983,016 | 58,277 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $15,296,631 | 50,789 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,554,681 | 32,510 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,879,697 | 24,064 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,860,352 | 27,740 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $5,375,280 | 26,906 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,373,481 | 32,985 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,712,917 | 32,765 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,702,484 | 28,493 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,154,465 | 19,567 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $4,278,278 | 16,835 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,478,927 | 16,514 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,836,504 | 15,706 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,376,572 | 15,937 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $3,461,899 | 15,557 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $3,820,817 | 15,203 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,809,233 | 9,658 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $947,100 | 6,578 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||