CABOT WEALTH MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 1016683 SALEM, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$353,268

-$94,366 QoQ

Shares Held

2,255

-6.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,735

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

CABOT WEALTH MANAGEMENT INC holds $4,841,469 across 4 Software - Application names. CRM ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	9,623	$2,505,444
2	NOW	ServiceNow, Inc.	11,087	$1,100,717
3	SHOP	Shopify Inc.	7,725	$882,040
4	CRM	Salesforce, Inc. This page	2,255	$353,268

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,268	2,255	-6.0%	Shares	Sole	2026-07-31
2026-03-31	$447,634	2,398	0.0%	Shares	Sole	2026-04-27
2025-12-31	$635,254	2,398	-10.3%	Shares	Sole	2026-02-03
2025-09-30	$633,738	2,674	-75.9%	Shares	Sole	2025-10-31
2025-06-30	$3,027,677	11,103	+1.1%	Shares	Sole	2025-07-31
2025-03-31	$2,946,861	10,981	+1.0%	Shares	Sole	2025-04-22
2024-12-31	$3,635,170	10,873	-1.0%	Shares	Sole	2025-02-04
2024-09-30	$3,005,609	10,981	-35.1%	Shares	Sole	2024-10-15
2024-06-30	$4,352,703	16,930	-1.8%	Shares	Sole	2024-07-12
2024-03-31	$5,194,150	17,246	-1.2%	Shares	Sole	2024-05-03
2023-12-31	$4,595,476	17,464	-2.3%	Shares	Sole	2024-02-12
2023-09-30	$3,625,706	17,880	-1.8%	Shares	Sole	2023-10-26
2023-06-30	$3,848,523	18,217	-0.0%	Shares	Sole	2023-07-13
2023-03-31	$3,639,592	18,218	+23.0%	Shares	Sole	2023-04-20
2022-12-31	$1,964,320	14,815	-4.3%	Shares	Sole	2023-01-31
2022-09-30	$2,225,780	15,474	-8.8%	Shares	Sole	2022-10-19
2022-06-30	$2,800,398	16,968	+1.6%	Shares	Sole	2022-08-01
2022-03-31	$3,544,894	16,696	+0.5%	Shares	Sole	2022-04-14
2021-12-31	$4,223,894	16,621	+1.8%	Shares	Sole	2022-01-26
2021-09-30	$4,427,937	16,326	+1.7%	Shares	Sole	2021-10-21
2021-06-30	$3,922,243	16,057	-1.1%	Shares	Sole	2021-07-26
2021-03-31	$3,438,226	16,228	+2.4%	Shares	Sole	2021-04-20
2020-12-31	$3,525,987	15,845	-0.5%	Shares	Sole	2021-02-02
2020-09-30	$4,001,265	15,921	0.0%	Shares	Sole	2020-11-05
2020-06-30	$2,982,480	15,921	-5.0%	Shares	Sole	2020-08-10
2020-03-31	$2,413,392	16,762	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.