Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,871
-$319,107 QoQ
Shares Held
146
-92.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,281
of 2,457 holders
Holding Since
Dec 2021
19 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, 2026Addison Advisors LLC holds $145,924 across 18 Software - Application names. CRM ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
233 | $35,907 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
146 | $22,871 | |
| 3 | ADP |
Automatic Data Processing Inc
|
87 | $19,482 | |
| 4 | PAYX |
Paychex Inc
|
125 | $12,291 | |
| 5 | NOW |
ServiceNow, Inc.
|
110 | $10,920 | |
| 6 | WDAY |
Workday, Inc.
|
73 | $8,936 | |
| 7 | ADBE |
Adobe Inc.
|
37 | $7,585 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
18 | $6,755 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,871 | 146 | Shares | Other | 2026-08-10 | |
| 2026-03-31 | $341,978 | 1,832 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $562,403 | 2,123 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $470,919 | 1,987 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $594,736 | 2,181 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $554,430 | 2,066 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $688,050 | 2,058 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $561,652 | 2,052 | Shares | Other | 2024-11-04 | |
| 2024-06-30 | $482,061 | 1,875 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $554,471 | 1,841 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $414,708 | 1,576 | Shares | Other | 2024-02-02 | |
| 2023-09-30 | $311,267 | 1,535 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $309,283 | 1,464 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $289,680 | 1,450 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $48,395 | 365 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $33,083 | 230 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $39,609 | 240 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $125,693 | 592 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $18,805 | 74 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||