Garden State Investment Advisory Services LLC
Position in CRM — Salesforce, Inc.
CIK 1965351
Red Bank, NJ
Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$694,003
+$312,823 QoQ
Shares Held
4,430
+116.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,396
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$78,330
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Garden State Investment Advisory Services LLC holds $3,773,923 across 8 Software - Application names. CRM ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
22,416 | $1,617,538 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
4,430 | $694,003 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,606 | $457,283 | |
| 4 | MSTR |
Strategy Inc
|
2,952 | $256,617 | |
| 5 | DOCU |
Docusign, Inc.
|
5,177 | $229,962 | |
| 6 | INTU |
Intuit Inc.
|
771 | $201,231 | |
| 7 | SHOP |
Shopify Inc.
|
1,662 | $189,767 | |
| 8 | ADBE |
Adobe Inc.
|
622 | $127,522 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,003 | 4,430 | Shares | Sole | 2026-08-11 | |
| 2026-06-30 | $78,330 | 500 | Call | Sole | 2026-08-11 | |
| 2026-03-31 | $381,180 | 2,042 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $93,335 | 500 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $607,703 | 2,294 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $529,820 | 2,000 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $474,000 | 2,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $749,157 | 3,161 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $953,051 | 3,495 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $409,035 | 1,500 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $901,689 | 3,360 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,111,981 | 3,326 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $896,126 | 3,274 | Shares | Sole | 2024-12-10 | |
| 2024-06-30 | $657,404 | 2,557 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $705,062 | 2,341 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $686,005 | 2,607 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $508,572 | 2,508 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $485,052 | 2,296 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $449,305 | 2,249 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $292,758 | 2,208 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||