Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,505,345
-$1,027,953 QoQ
Shares Held
9,609
-29.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,060
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$31,332
CallShares
200
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, 2026Savvy Advisors, Inc. holds $18,998,910 across 23 Software - Application names. CRM ranks #6 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
7,353 | $2,759,727 | |
| 2 | ADP |
Automatic Data Processing Inc
|
8,917 | $1,996,962 | |
| 3 | SHOP |
Shopify Inc.
|
16,071 | $1,834,986 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,718 | $1,783,650 | |
| 5 | INTU |
Intuit Inc.
|
6,760 | $1,764,360 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
9,609 | $1,505,345 | |
| 7 | ADBE |
Adobe Inc.
|
7,126 | $1,460,972 | |
| 8 | NOW |
ServiceNow, Inc.
|
13,405 | $1,330,848 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,345 | 9,609 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $31,332 | 200 | Call | Sole | 2026-08-03 | |
| 2026-03-31 | $2,533,298 | 13,571 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,868,975 | 10,830 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,857,132 | 7,836 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,997,726 | 7,326 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,564,002 | 5,828 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,603,781 | 4,797 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $871,218 | 3,183 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $685,428 | 2,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $418,037 | 1,388 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $326,819 | 1,242 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||