Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,479
-$21,109 QoQ
Shares Held
635
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,130
of 2,443 holders
Holding Since
Dec 2021
19 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, 2026Operose Advisors LLC holds $1,226,849 across 10 Software - Application names. CRM ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,706 | $434,177 | |
| 2 | UBER |
Uber Technologies, Inc
|
4,836 | $348,965 | |
| 3 | MSTR |
Strategy Inc
|
1,661 | $144,390 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
635 | $99,479 | |
| 5 | PAYX |
Paychex Inc
|
870 | $85,547 | |
| 6 | ADBE |
Adobe Inc.
|
276 | $56,585 | |
| 7 | ADP |
Automatic Data Processing Inc
|
210 | $47,029 | |
| 8 | U |
Unity Software Inc.
|
195 | $5,573 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,479 | 635 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $120,588 | 646 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $168,217 | 635 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $22,752 | 96 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,178 | 96 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,762 | 96 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $32,095 | 96 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,712 | 262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,390 | 231 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $69,572 | 231 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $60,785 | 231 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $97,537 | 481 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $20,280 | 96 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,178 | 96 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,728 | 96 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $75,084 | 522 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $86,150 | 522 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $110,831 | 522 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $21,601 | 85 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||