Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$403,869
-$359,237 QoQ
Shares Held
2,578
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,683
of 2,462 holders
Holding Since
Sep 2024
8 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, 2026Elevated Capital Advisors, LLC holds $2,516,312 across 16 Software - Application names. CRM ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
2,959 | $772,299 | |
| 2 | ADBE |
Adobe Inc.
|
2,442 | $500,658 | |
| 3 | PAYX |
Paychex Inc
|
4,473 | $439,830 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,578 | $403,869 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,526 | $350,061 | |
| 6 | MANH |
Manhattan Associates Inc
|
182 | $25,343 | |
| 7 | UBER |
Uber Technologies, Inc
|
212 | $15,297 | |
| 8 | FICO |
Fair Isaac Corp
|
3 | $3,584 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,869 | 2,578 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $763,106 | 4,088 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,095,932 | 4,137 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $772,620 | 3,260 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $636,458 | 2,334 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $626,352 | 2,334 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $826,463 | 2,472 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $522,512 | 1,909 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||