Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$347,941
-$294,577 QoQ
Shares Held
2,221
-35.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,752
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)
Position in Software - Application
Technology · as of Jun 30, 2026EVERPAR ADVISORS LLC holds $3,104,762 across 10 Software - Application names. CRM ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,944 | $435,358 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
1,136 | $426,363 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,221 | $347,941 | |
| 4 | UBER |
Uber Technologies, Inc
|
4,514 | $325,730 | |
| 5 | DDOG |
Datadog, Inc.
|
1,179 | $306,964 | |
| 6 | PAYX |
Paychex Inc
|
2,908 | $285,943 | |
| 7 | SHOP |
Shopify Inc.
|
2,497 | $285,107 | |
| 8 | SNOW |
Snowflake Inc.
|
989 | $251,700 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,941 | 2,221 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $642,518 | 3,442 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $669,692 | 2,528 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $464,520 | 1,960 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $488,933 | 1,793 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $534,036 | 1,990 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $654,283 | 1,957 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $479,539 | 1,752 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $481,034 | 1,871 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $449,962 | 1,494 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $294,716 | 1,120 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||