Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$541,260
-$122,351 QoQ
Shares Held
3,455
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,529
of 2,451 holders
Holding Since
Sep 2024
4 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, 2026Net Worth Advisory Group holds $3,228,830 across 9 Software - Application names. CRM ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,737 | $651,930 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
3,455 | $541,260 | |
| 3 | PDFS |
Pdf Solutions Inc
|
5,161 | $365,347 | |
| 4 | DAVE |
Dave Inc./DE
|
963 | $358,804 | |
| 5 | SHOP |
Shopify Inc.
|
2,688 | $306,915 | |
| 6 | RDVT |
Red Violet, Inc.
|
4,095 | $260,933 | |
| 7 | ADBE |
Adobe Inc.
|
1,269 | $260,170 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,509 | $249,093 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,260 | 3,455 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $663,611 | 3,555 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,150,239 | 4,342 | Shares | Sole | 2026-01-14 | |
| 2024-09-30 | $339,947 | 1,242 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||