Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$281,674
-$21,664 QoQ
Shares Held
1,798
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,871
of 2,451 holders
Holding Since
Mar 2024
7 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,166,755 across 2 Software - Application names. CRM ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
8,915 | $885,081 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,798 | $281,674 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,674 | 1,798 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $303,338 | 1,625 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $760,556 | 2,871 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $808,407 | 3,411 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,581,602 | 5,800 | Shares | Sole | 2025-07-22 | |
| 2024-09-30 | $567,127 | 2,072 | Shares | Sole | 2024-10-22 | |
| 2024-03-31 | $94 | 28,412 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||