Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,943,914
-$1,415,533 QoQ
Shares Held
50,708
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#522
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$610,974
CallShares
3,900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Arkadios Wealth Advisors holds $65,909,164 across 27 Software - Application names. CRM ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
159,935 | $11,540,908 | |
| 2 | PAYX |
Paychex Inc
|
97,779 | $9,614,608 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
50,708 | $7,943,914 | |
| 4 | ADBE |
Adobe Inc.
|
24,288 | $4,979,525 | |
| 5 | NOW |
ServiceNow, Inc.
|
45,084 | $4,475,939 | |
| 6 | RNG |
RingCentral, Inc.
|
109,456 | $4,266,594 | |
| 7 | SNOW |
Snowflake Inc.
|
12,002 | $3,054,508 | |
| 8 | OTEX |
Open Text Corp
|
134,544 | $2,980,148 |
All Filings in CRM
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,974 | 3,900 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $7,943,914 | 50,708 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $560,010 | 3,000 | Call | Sole | 2026-05-18 | |
| 2026-03-31 | $9,359,447 | 50,139 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $15,851,153 | 59,836 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $26,491 | 100 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $23,700 | 100 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $13,662,339 | 57,647 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $18,801,429 | 68,948 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $27,269 | 100 | Call | Sole | 2025-08-04 | |
| 2025-03-31 | $16,318,970 | 60,810 | Shares | Sole | 2025-05-08 | |
| 2025-03-31 | $26,836 | 100 | Call | Sole | 2025-05-08 | |
| 2024-12-31 | $14,058,576 | 42,050 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,356,638 | 37,838 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $8,803,104 | 34,240 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $9,628,122 | 31,968 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $8,291,278 | 31,509 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,403,792 | 31,580 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,555,926 | 26,299 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,137,542 | 25,716 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,007,141 | 22,680 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,991,008 | 20,794 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $3,281,655 | 19,884 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $2,305,795 | 10,860 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,484,119 | 5,840 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $1,531,308 | 5,646 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,070,188 | 8,475 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,425,037 | 6,726 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,305,360 | 5,866 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $332,999 | 1,325 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $255,143 | 1,362 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $180,262 | 1,252 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||