Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,478,243
-$842,403 QoQ
Shares Held
34,969
+3.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#619
of 2,443 holders
Holding Since
Mar 2020
26 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, 2026Snowden Capital Advisors LLC holds $34,279,887 across 26 Software - Application names. CRM ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
39,048 | $8,744,799 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
34,969 | $5,478,243 | |
| 3 | UBER |
Uber Technologies, Inc
|
46,262 | $3,338,265 | |
| 4 | SHOP |
Shopify Inc.
|
20,017 | $2,285,541 | |
| 5 | NOW |
ServiceNow, Inc.
|
18,879 | $1,874,307 | |
| 6 | PAYX |
Paychex Inc
|
18,065 | $1,776,331 | |
| 7 | ADSK |
Autodesk, Inc.
|
6,449 | $1,253,814 | |
| 8 | FROG |
JFrog Ltd
|
12,839 | $1,166,808 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,478,243 | 34,969 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,320,646 | 33,860 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,572,187 | 28,584 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,039,137 | 29,701 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,599,006 | 31,534 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,181,669 | 34,214 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,277,953 | 33,733 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,856,708 | 32,358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,132,963 | 35,523 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,790,074 | 35,826 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,812,032 | 33,488 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,090,275 | 20,171 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,347,413 | 25,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,941,358 | 24,734 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,796,720 | 21,093 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,697,694 | 25,707 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,378,841 | 26,532 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,033,470 | 23,707 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,722,242 | 14,647 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,631,340 | 20,763 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $4,614,016 | 18,889 | Shares | Sole | 2024-01-08 | |
| 2021-03-31 | $3,148,176 | 14,859 | Shares | Sole | 2024-01-08 | |
| 2020-12-31 | $2,620,068 | 11,774 | Shares | Sole | 2024-01-08 | |
| 2020-09-30 | $2,584,826 | 10,285 | Shares | Sole | 2024-01-08 | |
| 2020-06-30 | $1,876,859 | 10,019 | Shares | Sole | 2024-01-08 | |
| 2020-03-31 | $1,596,738 | 11,090 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||