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Equibles

Clearstead Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 842775 CLEVELAND, OH
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$16,102,611
-$1,357,007 QoQ
Shares Held
102,787
+9.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#364
of 2,465 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, 2026

Clearstead Advisors, LLC holds $79,831,767 across 110 Software - Application names. CRM ranks #1 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
This page 		102,787 $16,102,611
2 UBER
Uber Technologies, Inc
 210,974 $15,223,883
3 ZM
Zoom Communications, Inc.
 159,482 $13,764,891
4 SNOW
Snowflake Inc.
 44,017 $11,202,326
5 ADP
Automatic Data Processing Inc
 39,318 $8,805,266
6 ADBE
Adobe Inc.
 10,110 $2,072,752
7 INTU
Intuit Inc.
 7,342 $1,916,262
8 SHOP
Shopify Inc.
 14,717 $1,680,387

All Filings in CRM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,102,611 102,787
2026-03-31 $17,459,618 93,532
2025-12-31 $21,402,873 80,793
2025-09-30 $18,518,469 78,137
2025-06-30 $21,084,390 77,320
2025-03-31 $19,568,274 72,918
2024-12-31 $24,738,414 73,994
2024-09-30 $19,962,217 72,932
2024-06-30 $18,980,664 73,826
2024-03-31 $4,169,837 13,845
2023-12-31 $3,580,282 13,606
2023-09-30 $2,875,014 14,178
2023-06-30 $2,965,245 14,036
2023-03-31 $1,947,655 9,749
2022-12-31 $1,383,046 10,431
2022-09-30 $2,306,186 16,033
2022-06-30 $2,868,890 17,383
2022-03-31 $2,852,306 13,434
2021-12-31 $2,747,399 10,811
2021-09-30 $2,811,737 10,367
2021-06-30 $2,304,443 9,434
2021-03-31 $1,983,526 9,362
2020-12-31 $1,994,313 8,962
2020-09-30 $1,087,712 4,328
2020-06-30 $622,122 3,321
2020-03-31 $468,798 3,256