Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$115,615
-$4,787 QoQ
Shares Held
738
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,122
of 2,451 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $417,530 across 21 Software - Application names. CRM ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
738 | $115,615 | |
| 2 | ADP |
Automatic Data Processing Inc
|
380 | $85,101 | |
| 3 | SHOP |
Shopify Inc.
|
569 | $64,968 | |
| 4 | INTU |
Intuit Inc.
|
164 | $42,804 | |
| 5 | ADSK |
Autodesk, Inc.
|
214 | $41,605 | |
| 6 | UBER |
Uber Technologies, Inc
|
202 | $14,576 | |
| 7 | WDAY |
Workday, Inc.
|
79 | $9,671 | |
| 8 | SAP |
Sap SE
|
46 | $7,089 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,615 | 738 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $120,402 | 645 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $117,884 | 445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,689 | 197 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $44,993 | 165 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $41,327 | 154 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,731 | 65 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,205 | 209 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $187,167 | 728 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $202,392 | 672 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||