Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$680,531
+$242,790 QoQ
Shares Held
4,344
+85.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,399
of 2,414 holders
Holding Since
Jun 2021
8 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, 2026CAPITAL ADVISORS INC/OK holds $85,343,866 across 7 Software - Application names. CRM ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
559,087 | $40,343,717 | |
| 2 | PAYX |
Paychex Inc
|
302,296 | $29,724,765 | |
| 3 | QNT |
Quantinuum Inc.
|
140,103 | $11,452,019 | |
| 4 | SHOP |
Shopify Inc.
|
15,217 | $1,737,477 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,327 | $1,192,981 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
4,344 | $680,531 | |
| 7 | DAVE |
Dave Inc./DE
|
570 | $212,376 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,531 | 4,344 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $437,741 | 2,345 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $616,710 | 2,328 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $220,060 | 807 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $234,278 | 873 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $262,783 | 786 | Shares | Sole | 2025-01-29 | |
| 2021-09-30 | $247,081 | 911 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $280,910 | 1,150 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||