Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$469
-$91 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,436
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Networth Advisors, LLC holds $119,965 across 8 Software - Application names. CRM ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GRAB |
Grab Holdings Ltd
|
29,499 | $111,211 | |
| 2 | ADBE |
Adobe Inc.
|
25 | $5,125 | |
| 3 | PTC |
Ptc Inc.
|
7 | $795 | |
| 4 | ADSK |
Autodesk, Inc.
|
4 | $777 | |
| 5 | SOUN |
Soundhound Ai, Inc.
|
100 | $647 | |
| 6 | SNOW |
Snowflake Inc.
|
2 | $509 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
3 | $469 | |
| 8 | UBER |
Uber Technologies, Inc
|
6 | $432 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 3 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $560 | 3 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,324 | 5 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||