Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$294,207
-$229,962 QoQ
Shares Held
1,878
-33.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,850
of 2,451 holders
Holding Since
Sep 2024
8 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, 2026SGL Investment Advisors, Inc. holds $2,062,184 across 6 Software - Application names. CRM ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
2,498 | $559,427 | |
| 2 | UBER |
Uber Technologies, Inc
|
5,528 | $398,900 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,098 | $307,569 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
1,878 | $294,207 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
731 | $274,358 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
3,670 | $227,723 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,207 | 1,878 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $524,169 | 2,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $760,821 | 2,872 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $620,229 | 2,617 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $289,051 | 1,060 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $202,075 | 753 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $246,735 | 738 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $188,038 | 687 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||