Position in CRM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$89,974
-$46,189 QoQ
Shares Held
482
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bell Investment Advisors, Inc holds $1,228,896 across 79 Software - Application names. CRM ranks #2 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
917 | $396,492 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
482 | $89,974 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
273 | $75,858 | |
| 4 | ADBE |
Adobe Inc.
|
222 | $53,963 | |
| 5 | UBER |
Uber Technologies, Inc
|
745 | $53,587 | |
| 6 | NOW |
ServiceNow, Inc.
|
461 | $48,197 | |
| 7 | ADP |
Automatic Data Processing Inc
|
201 | $40,839 | |
| 8 | SHOP |
Shopify Inc.
|
256 | $30,366 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,974 | 482 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $136,163 | 514 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $116,367 | 491 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $130,073 | 477 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $123,982 | 462 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $153,791 | 460 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $125,632 | 459 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $119,808 | 466 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $137,639 | 457 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $118,413 | 450 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $91,656 | 452 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $93,588 | 443 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $85,505 | 428 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $41,500 | 313 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $46,604 | 324 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $69,481 | 421 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $107,496 | 423 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $112,827 | 416 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||