Savvy Advisors, Inc.

Position in CRM — Salesforce, Inc.

CIK 2003633 NEW YORK, NY

Position in CRM

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,533,298

-$335,677 QoQ

Shares Held

13,571

+25.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Savvy Advisors, Inc. holds $19,165,594 across 22 Software - Application names. CRM ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	6,529	$2,823,009
2	UBER	Uber Technologies, Inc	37,978	$2,731,757
3	CRM	Salesforce, Inc. This page	13,571	$2,533,298
4	ADP	Automatic Data Processing Inc	9,052	$1,839,185
5	CDNS	Cadence Design Systems Inc	5,879	$1,633,597
6	SHOP	Shopify Inc.	11,937	$1,415,966
7	ADBE	Adobe Inc.	4,851	$1,179,181
8	NOW	ServiceNow, Inc.	9,416	$984,442

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,533,298	13,571	+25.3%	Shares	Sole	2026-05-11
2025-12-31	$2,868,975	10,830	+38.2%	Shares	Sole	2026-01-20
2025-09-30	$1,857,132	7,836	+7.0%	Shares	Sole	2025-11-06
2025-06-30	$1,997,726	7,326	+25.7%	Shares	Sole	2025-08-04
2025-03-31	$1,564,002	5,828	+21.5%	Shares	Sole	2025-05-12
2024-12-31	$1,603,781	4,797	+50.7%	Shares	Sole	2025-02-13
2024-09-30	$871,218	3,183	+19.4%	Shares	Sole	2024-11-05
2024-06-30	$685,428	2,666	+92.1%	Shares	Sole	2024-08-14
2024-03-31	$418,037	1,388	+11.8%	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.