Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$45,274
-$13,527 QoQ
Shares Held
289
-8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 657 holders
Holding Since
Dec 2022
15 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $644,041 across 23 Software - Application names. CRM ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBS |
Hubspot Inc
|
1,821 | $332,350 | |
| 2 | UBER |
Uber Technologies, Inc
|
802 | $57,872 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
289 | $45,274 | |
| 4 | PAYX |
Paychex Inc
|
424 | $41,691 | |
| 5 | ADP |
Automatic Data Processing Inc
|
164 | $36,727 | |
| 6 | ZM |
Zoom Communications, Inc.
|
250 | $21,577 | |
| 7 | SHOP |
Shopify Inc.
|
158 | $18,040 | |
| 8 | ADBE |
Adobe Inc.
|
83 | $17,016 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,274 | 289 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $58,801 | 315 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $83,446 | 315 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $74,655 | 315 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $86,988 | 319 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $92,047 | 343 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $114,675 | 343 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $72,806 | 266 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $91,527 | 356 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $84,631 | 281 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $73,942 | 281 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $36,905 | 182 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $49,857 | 236 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $35,361 | 177 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $19,888 | 150 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||