Position in CRM
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,003,537
-$1,411,647 QoQ
Shares Held
5,376
-41.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $5,549,283 across 2 Software - Application names. CRM ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
22,373 | $4,545,746 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
5,376 | $1,003,537 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,537 | 5,376 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,415,184 | 9,117 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,058,722 | 12,906 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,413,760 | 16,186 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,422,841 | 16,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,685,950 | 17,007 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,921,853 | 17,982 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,684,876 | 18,222 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,570,926 | 18,497 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,902,824 | 18,632 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,042,216 | 19,934 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,145,977 | 19,625 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,348,811 | 21,768 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,962,856 | 22,346 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,507,682 | 24,386 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,973,998 | 24,079 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,930,919 | 23,224 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,942,575 | 23,384 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,947,029 | 25,614 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $5,862,235 | 23,999 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $4,319,817 | 20,389 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $3,905,178 | 17,549 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $4,484,554 | 17,844 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $3,417,648 | 18,244 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $2,608,053 | 18,114 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||