Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$210,551
-$61,053 QoQ
Shares Held
1,344
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,037
of 2,450 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Sandy Cove Advisors, LLC holds $427,378 across 2 Software - Application names. CRM ranks #2 (49.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,184 | $216,827 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,344 | $210,551 |
All Filings in CRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,551 | 1,344 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $271,604 | 1,455 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $371,138 | 1,401 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $326,586 | 1,378 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $391,310 | 1,435 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $413,006 | 1,539 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $484,444 | 1,449 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $331,736 | 1,212 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $295,922 | 1,151 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $330,394 | 1,097 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $287,348 | 1,092 | Shares | Sole | 2024-01-17 | |
| 2022-03-31 | $192,574 | 907 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $193,392 | 761 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||