Spartan Wealth Advisory Services LLC
Position in CRM — Salesforce, Inc.
CIK 2075193
BINGHAM FARMS, MI
Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$279,794
-$248,668 QoQ
Shares Held
1,786
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,879
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $7,070,164 across 8 Software - Application names. CRM ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
32,912 | $3,267,503 | |
| 2 | UBER |
Uber Technologies, Inc
|
20,315 | $1,465,930 | |
| 3 | MSTR |
Strategy Inc
|
8,236 | $715,955 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,765 | $662,439 | |
| 5 | ADBE |
Adobe Inc.
|
1,922 | $394,048 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,786 | $279,794 | |
| 7 | SHOP |
Shopify Inc.
|
1,772 | $202,326 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
12,700 | $82,169 |
All Filings in CRM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,794 | 1,786 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $528,462 | 2,831 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||