Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,749
New position
Shares Held
75
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,345
of 2,457 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Spectrum Wealth Advisory Group, LLC holds $313,738 across 15 Software - Application names. CRM ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEAM |
Atlassian Corp
|
1,845 | $143,522 | |
| 2 | WDAY |
Workday, Inc.
|
464 | $56,802 | |
| 3 | ADBE |
Adobe Inc.
|
115 | $23,577 | |
| 4 | SNOW |
Snowflake Inc.
|
91 | $23,159 | |
| 5 | SPT |
Sprout Social, Inc.
|
2,940 | $22,197 | |
| 6 | PCTY |
Paylocity Holding Corp
|
150 | $15,679 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
75 | $11,749 | |
| 8 | MSTR |
Strategy Inc
|
67 | $5,824 |
All Filings in CRM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,749 | 75 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||