Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,417,615
-$631,088 QoQ
Shares Held
9,049
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,086
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $12,657,802 across 14 Software - Application names. CRM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
42,194 | $3,044,718 | |
| 2 | SHOP |
Shopify Inc.
|
19,670 | $2,245,920 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
9,049 | $1,417,615 | |
| 4 | NOW |
ServiceNow, Inc.
|
12,592 | $1,250,132 | |
| 5 | SNOW |
Snowflake Inc.
|
4,413 | $1,123,108 | |
| 6 | ADBE |
Adobe Inc.
|
3,207 | $657,498 | |
| 7 | MSTR |
Strategy Inc
|
6,912 | $600,860 | |
| 8 | SAP |
Sap SE
|
3,406 | $524,898 |
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,615 | 9,049 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,048,703 | 10,975 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,841,689 | 10,727 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,802,999 | 11,827 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,124,754 | 11,459 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,255,206 | 12,130 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,102,248 | 9,279 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,726,699 | 9,962 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,043,035 | 11,836 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $708,074 | 2,351 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,786,652 | 10,590 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,232,202 | 11,008 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,554,555 | 12,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,701,726 | 8,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,004,104 | 7,573 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||