Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$599,537
-$111,115 QoQ
Shares Held
3,827
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,480
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $7,066,439 across 13 Software - Application names. CRM ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,324 | $968,358 | |
| 2 | NOW |
ServiceNow, Inc.
|
9,715 | $964,504 | |
| 3 | PAYX |
Paychex Inc
|
8,841 | $869,334 | |
| 4 | UBER |
Uber Technologies, Inc
|
9,992 | $721,022 | |
| 5 | IDCC |
InterDigital, Inc.
|
2,185 | $618,639 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
3,827 | $599,537 | |
| 7 | DAVE |
Dave Inc./DE
|
1,500 | $558,885 | |
| 8 | SHOP |
Shopify Inc.
|
3,958 | $451,923 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,537 | 3,827 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $710,652 | 3,807 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $653,003 | 2,465 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $417,120 | 1,760 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $513,747 | 1,884 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $321,226 | 1,197 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $314,604 | 941 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||