Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$691,183
-$73,230 QoQ
Shares Held
4,412
+7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,399
of 2,451 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $6,210,530 across 8 Software - Application names. CRM ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
18,207 | $1,807,590 | |
| 2 | FIG |
Figma, Inc.
|
66,123 | $1,196,165 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
2,221 | $833,585 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
4,412 | $691,183 | |
| 5 | SHOP |
Shopify Inc.
|
6,039 | $689,533 | |
| 6 | TYL |
Tyler Technologies Inc
|
1,520 | $444,539 | |
| 7 | UBER |
Uber Technologies, Inc
|
4,105 | $296,216 | |
| 8 | ADP |
Automatic Data Processing Inc
|
1,124 | $251,719 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,183 | 4,412 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $764,413 | 4,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,232,361 | 4,652 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,037,349 | 4,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,253,555 | 4,597 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,271,221 | 4,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,559,315 | 4,664 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $500,341 | 1,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $484,890 | 1,886 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $566,519 | 1,881 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $448,390 | 1,704 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,262 | 1,821 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $222,668 | 1,054 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $244,671 | 1,701 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $324,637 | 1,529 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $283,863 | 1,117 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||