Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,161,751
-$283,252 QoQ
Shares Held
13,799
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#913
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026HBW ADVISORY SERVICES LLC holds $11,828,411 across 8 Software - Application names. CRM ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
23,280 | $2,311,238 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
13,799 | $2,161,751 | |
| 3 | UBER |
Uber Technologies, Inc
|
28,681 | $2,069,620 | |
| 4 | ADP |
Automatic Data Processing Inc
|
8,656 | $1,938,511 | |
| 5 | ADBE |
Adobe Inc.
|
9,374 | $1,921,857 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,860 | $698,095 | |
| 7 | INTU |
Intuit Inc.
|
1,690 | $441,090 | |
| 8 | SHOP |
Shopify Inc.
|
2,507 | $286,249 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,161,751 | 13,799 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,445,003 | 13,098 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,454,691 | 13,041 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,096,879 | 13,067 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,361,995 | 12,329 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $3,790,585 | 14,125 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,938,054 | 14,770 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $4,426,438 | 16,172 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $4,800,057 | 18,670 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $5,292 | 20,111 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,292,008 | 20,111 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $4,210,118 | 20,762 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,051,015 | 23,909 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $4,725,596 | 23,654 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,311,302 | 24,974 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $3,526,237 | 24,515 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,952,377 | 23,948 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,313,226 | 10,895 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,996,704 | 19,662 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $5,254,073 | 19,372 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,674,594 | 19,137 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,701,792 | 17,472 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $3,344,848 | 15,031 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $3,547,381 | 14,115 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $2,630,300 | 14,041 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,977,133 | 13,732 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||