Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,060,431
-$111,856 QoQ
Shares Held
6,769
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,181
of 2,414 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Soltis Investment Advisors LLC holds $25,860,929 across 17 Software - Application names. CRM ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
129,962 | $12,779,163 | |
| 2 | NOW |
ServiceNow, Inc.
|
49,338 | $4,898,276 | |
| 3 | SNOW |
Snowflake Inc.
|
4,588 | $1,167,646 | |
| 4 | UBER |
Uber Technologies, Inc
|
15,949 | $1,150,879 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
6,769 | $1,060,431 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,622 | $1,035,096 | |
| 7 | FICO |
Fair Isaac Corp
|
704 | $841,125 | |
| 8 | SHOP |
Shopify Inc.
|
6,184 | $706,089 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,060,431 | 6,769 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,172,287 | 6,280 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,804,566 | 6,812 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,166,988 | 4,924 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $962,050 | 3,528 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $750,334 | 2,796 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $833,484 | 2,493 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $801,149 | 2,927 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $800,609 | 3,114 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,059,659 | 23,440 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $6,376,671 | 24,233 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $531,486 | 2,621 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $508,925 | 2,409 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $343,222 | 1,718 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $233,623 | 1,762 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $240,558 | 1,133 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $271,156 | 1,067 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $288,578 | 1,064 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $247,201 | 1,012 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $208,268 | 983 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $488,453 | 2,195 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $641,605 | 3,425 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||