Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$96,972
-$40,603 QoQ
Shares Held
619
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#817
of 968 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $2,695,459 across 22 Software - Application names. CRM ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
5,635 | $868,409 | |
| 2 | SHOP |
Shopify Inc.
|
7,597 | $867,425 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
419 | $157,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
1,106 | $109,803 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
619 | $96,972 | |
| 6 | MSTR |
Strategy Inc
|
1,107 | $96,231 | |
| 7 | ADP |
Automatic Data Processing Inc
|
406 | $90,923 | |
| 8 | ADBE |
Adobe Inc.
|
426 | $87,338 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,972 | 619 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $137,575 | 737 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $205,570 | 776 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $202,398 | 854 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $302,413 | 1,109 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $334,644 | 1,247 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $436,300 | 1,305 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $365,402 | 1,335 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $375,623 | 1,461 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $577,362 | 1,917 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $502,860 | 1,911 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $387,512 | 1,911 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $409,633 | 1,939 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $430,326 | 2,154 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $300,183 | 2,264 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $330,112 | 2,295 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $368,204 | 2,231 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $508,506 | 2,395 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $630,750 | 2,482 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $713,579 | 2,631 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $642,430 | 2,630 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $729,892 | 3,445 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $748,813 | 3,365 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||