Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$10,809
-$7,297 QoQ
Shares Held
69
-28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,341
of 2,443 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)
Position in Software - Application
Technology · as of Jun 30, 2026Valued Wealth Advisors LLC holds $163,517 across 19 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
311 | $69,648 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
46 | $17,264 | |
| 3 | NOW |
ServiceNow, Inc.
|
132 | $13,104 | |
| 4 | UBER |
Uber Technologies, Inc
|
170 | $12,267 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
69 | $10,809 | |
| 6 | ADSK |
Autodesk, Inc.
|
43 | $8,360 | |
| 7 | TYL |
Tyler Technologies Inc
|
20 | $5,849 | |
| 8 | PAYX |
Paychex Inc
|
59 | $5,801 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,809 | 69 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $18,106 | 97 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $20,927 | 79 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,590 | 70 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,360 | 71 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $19,590 | 73 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,737 | 71 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $25,455 | 93 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $20,568 | 80 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $22,287 | 74 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $11,315 | 43 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||