Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$630,086
-$241,289 QoQ
Shares Held
4,022
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,450
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CENTRAL VALLEY ADVISORS, LLC holds $839,702 across 2 Software - Application names. CRM ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
4,022 | $630,086 | |
| 2 | ADP |
Automatic Data Processing Inc
|
936 | $209,616 |
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,086 | 4,022 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $871,375 | 4,668 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,968,810 | 7,432 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,825,848 | 7,704 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,156,977 | 7,910 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,873,421 | 6,981 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,199,891 | 6,580 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,759,955 | 6,430 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,583,478 | 6,159 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,807,682 | 6,002 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,547,789 | 5,882 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||