Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$529,040
-$539,459 QoQ
Shares Held
3,377
-41.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,544
of 2,462 holders
Holding Since
Sep 2020
24 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, 2026Visionary Wealth Advisors holds $11,177,116 across 8 Software - Application names. CRM ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAR |
Par Technology Corp
|
392,907 | $6,844,439 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,773 | $844,963 | |
| 3 | NOW |
ServiceNow, Inc.
|
8,347 | $828,690 | |
| 4 | MSTR |
Strategy Inc
|
9,016 | $783,760 | |
| 5 | UBER |
Uber Technologies, Inc
|
10,549 | $761,215 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,377 | $529,040 | |
| 7 | SHOP |
Shopify Inc.
|
2,590 | $295,726 | |
| 8 | ADBE |
Adobe Inc.
|
1,411 | $289,283 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,040 | 3,377 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||