Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$503,348
-$100 QoQ
Shares Held
3,213
+19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,570
of 2,451 holders
Holding Since
Jun 2024
9 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
$407,316
CallShares
2,600
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, 2026United Advisor Group, LLC holds $5,572,657 across 7 Software - Application names. CRM ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
22,138 | $2,527,716 | |
| 2 | NOW |
ServiceNow, Inc.
|
13,900 | $1,379,992 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,213 | $503,348 | |
| 4 | ROP |
Roper Technologies Inc
|
1,159 | $392,194 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,939 | $356,398 | |
| 6 | INTU |
Intuit Inc.
|
864 | $225,504 | |
| 7 | VTSI |
VirTra, Inc
|
59,715 | $187,505 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,316 | 2,600 | Call | Sole | 2026-07-29 | |
| 2026-06-30 | $503,348 | 3,213 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $503,448 | 2,697 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $671,811 | 2,536 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $570,222 | 2,406 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $394,855 | 1,448 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $293,049 | 1,092 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $638,904 | 1,911 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $469,412 | 1,715 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $225,476 | 877 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||