Position in CRM
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$2,564,054
-$521,041 QoQ
Shares Held
16,367
-1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#852
of 2,451 holders
Holding Since
Dec 2021
17 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, 2026WEST MICHIGAN ADVISORS, LLC holds $2,564,054 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
16,367 | $2,564,054 |
All Filings in CRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,564,054 | 16,367 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $3,085,095 | 16,527 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,868,215 | 14,602 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,391,707 | 14,311 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,659,227 | 13,419 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $553,089 | 2,061 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,530,840 | 13,552 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,701,106 | 13,522 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $417,787 | 1,625 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $501,163 | 1,664 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $364,448 | 1,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $262,194 | 1,293 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $270,412 | 1,280 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $252,122 | 1,262 | Shares | Defined | 2023-04-21 | |
| 2022-06-30 | $228,910 | 1,387 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $299,158 | 1,409 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $367,471 | 1,446 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||