Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$421,728
-$117,374 QoQ
Shares Held
2,692
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#1,657
of 2,451 holders
Holding Since
Mar 2023
14 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, 2026Wealth Advisors of Iowa, LLC holds $624,697 across 2 Software - Application names. CRM ranks #1 (67.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
2,692 | $421,728 | |
| 2 | ADBE |
Adobe Inc.
|
990 | $202,969 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,728 | 2,692 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $539,102 | 2,888 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $773,537 | 2,920 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $693,699 | 2,927 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $828,977 | 3,040 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $815,814 | 3,040 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,020,375 | 3,052 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $828,793 | 3,028 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $777,470 | 3,024 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $909,262 | 3,019 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,274,650 | 4,844 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $982,266 | 4,844 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,023,343 | 4,844 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,088,001 | 5,446 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||