Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$491,129
-$109,201 QoQ
Shares Held
3,135
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,587
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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $2,598,634 across 7 Software - Application names. CRM ranks #1 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,135 | $491,129 | |
| 2 | IDCC |
InterDigital, Inc.
|
1,492 | $422,429 | |
| 3 | SNOW |
Snowflake Inc.
|
1,471 | $374,369 | |
| 4 | ADP |
Automatic Data Processing Inc
|
1,628 | $364,590 | |
| 5 | PAYC |
Paycom Software, Inc.
|
2,715 | $341,221 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,442 | $320,534 | |
| 7 | ADBE |
Adobe Inc.
|
1,387 | $284,362 |
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $491,129 | 3,135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $600,330 | 3,216 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $874,997 | 3,303 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $336,303 | 1,419 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $539,380 | 1,978 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $462,115 | 1,722 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $659,298 | 1,972 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $257,834 | 942 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $307,491 | 1,196 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $362,319 | 1,203 | Shares | Sole | 2025-01-10 | |
| 2023-12-31 | $233,142 | 886 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||