New England Capital Financial Advisors LLC
Position in CRM — Salesforce, Inc.
CIK 1964652
MERIDEN, CT
Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,879
-$361 QoQ
Shares Held
12
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#873
of 889 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, 2026New England Capital Financial Advisors LLC holds $29,485 across 8 Software - Application names. CRM ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
65 | $13,326 | |
| 2 | GWRE |
Guidewire Software, Inc.
|
50 | $6,152 | |
| 3 | PAYX |
Paychex Inc
|
49 | $4,818 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
12 | $1,879 | |
| 5 | UBER |
Uber Technologies, Inc
|
22 | $1,587 | |
| 6 | SHOP |
Shopify Inc.
|
11 | $1,255 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
70 | $452 | |
| 8 | SMSI |
Smith Micro Software, Inc.
|
6 | $16 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879 | 12 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,240 | 12 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,178 | 12 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $10,665 | 45 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,271 | 45 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,076 | 45 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $15,044 | 45 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,316 | 45 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,569 | 45 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,553 | 45 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,841 | 45 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $9,125 | 45 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,506 | 45 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,990 | 45 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,966 | 45 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||