Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,068,499
-$444,666 QoQ
Shares Held
5,724
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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 Mar 31, 2026Visionary Wealth Advisors holds $17,605,081 across 9 Software - Application names. CRM ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
40,754 | $8,280,397 | |
| 2 | PAR |
Par Technology Corp
|
360,128 | $4,800,506 | |
| 3 | MSTR |
Strategy Inc
|
9,965 | $1,243,632 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,724 | $1,068,499 | |
| 5 | NOW |
ServiceNow, Inc.
|
8,025 | $839,013 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,046 | $434,888 | |
| 7 | ADBE |
Adobe Inc.
|
1,645 | $399,866 | |
| 8 | SHOP |
Shopify Inc.
|
2,552 | $302,718 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,068,499 | 5,724 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,513,165 | 5,712 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,275,771 | 5,383 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,456,709 | 5,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,128,453 | 4,205 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,225,653 | 3,666 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $886,546 | 3,239 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $810,636 | 3,153 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $964,077 | 3,201 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $863,099 | 3,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $644,434 | 3,178 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $683,848 | 3,237 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $658,874 | 3,298 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $397,372 | 2,997 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $371,251 | 2,581 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $486,042 | 2,945 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $675,602 | 3,182 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $670,649 | 2,639 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $521,284 | 1,922 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $619,957 | 2,538 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $555,523 | 2,622 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $333,795 | 1,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,661 | 1,069 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||