Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,480,280
-$285,617 QoQ
Shares Held
9,449
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,069
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $6,888,034 across 26 Software - Application names. CRM ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
8,198 | $1,835,942 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
9,449 | $1,480,280 | |
| 3 | PAYC |
Paycom Software, Inc.
|
10,016 | $1,258,810 | |
| 4 | INTU |
Intuit Inc.
|
3,381 | $882,441 | |
| 5 | UBER |
Uber Technologies, Inc
|
8,955 | $646,192 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,695 | $366,839 | |
| 7 | PAYX |
Paychex Inc
|
1,451 | $142,676 | |
| 8 | ADBE |
Adobe Inc.
|
667 | $136,748 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,280 | 9,449 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,765,897 | 9,460 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,604,594 | 9,832 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,552,727 | 10,771 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,655,999 | 9,740 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,588,063 | 9,644 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,119,632 | 9,331 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,519,225 | 9,204 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $629,895 | 2,450 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $842,701 | 2,798 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $648,113 | 2,463 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $479,980 | 2,367 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $472,799 | 2,238 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $425,331 | 2,129 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $264,782 | 1,997 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $289,262 | 2,011 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $348,399 | 2,111 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $343,321 | 1,617 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $409,403 | 1,611 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $397,066 | 1,464 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $325,856 | 1,334 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $283,693 | 1,339 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $299,302 | 1,345 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $344,057 | 1,369 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $256,454 | 1,369 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $191,493 | 1,330 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||