Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,219,441
-$252,825 QoQ
Shares Held
7,784
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,139
of 2,457 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $16,481,063 across 22 Software - Application names. CRM ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
15,927 | $3,566,851 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
7,784 | $1,219,441 | |
| 3 | SHOP |
Shopify Inc.
|
9,631 | $1,099,667 | |
| 4 | CHYM |
Chime Financial, Inc.
|
50,526 | $1,034,772 | |
| 5 | ZM |
Zoom Communications, Inc.
|
11,853 | $1,023,032 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,953 | $1,006,848 | |
| 7 | SNOW |
Snowflake Inc.
|
3,892 | $990,514 | |
| 8 | WDAY |
Workday, Inc.
|
7,552 | $924,515 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,441 | 7,784 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,472,266 | 7,887 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,765,625 | 6,665 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,296,627 | 5,471 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,555,423 | 5,704 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,459,610 | 5,439 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,072,846 | 6,200 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,641,164 | 13,303 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,441,540 | 13,386 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $4,064,424 | 13,495 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $3,483,973 | 13,240 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,616,470 | 12,903 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,790,322 | 13,208 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,852,858 | 14,280 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $2,169,967 | 16,366 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,433,628 | 16,919 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,752,042 | 16,675 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $3,053,586 | 14,382 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,447,273 | 13,565 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,208,532 | 11,830 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $1,940,305 | 9,158 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,062,853 | 9,270 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,328,982 | 9,267 | Shares | Defined | 2020-11-13 | |
| 2020-03-31 | $542,804 | 3,770 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||