Position in CRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$25,747,766
-$10,961,342 QoQ
Shares Held
137,932
-0.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1.5746889771771597.ToString("F0")%
Shared 0.ToString("F0")%
None 98.42531102282284.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CWM, LLC holds $331,735,468 across 144 Software - Application names. CRM ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
235,476 | $35,514,490 | |
| 2 | NOW |
ServiceNow, Inc.
|
265,929 | $27,802,876 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
137,932 | $25,747,766 | |
| 4 | UBER |
Uber Technologies, Inc
|
345,934 | $24,883,032 | |
| 5 | ADBE |
Adobe Inc.
|
88,129 | $21,422,397 | |
| 6 | MSTR |
Strategy Inc
|
161,806 | $20,193,388 | |
| 7 | ZM |
Zoom Communications, Inc.
|
205,948 | $16,556,159 | |
| 8 | INTU |
Intuit Inc.
|
24,481 | $10,585,094 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,747,766 | 137,932 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,709,108 | 138,572 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $26,650,413 | 112,449 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $27,470,517 | 100,739 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $24,528,372 | 91,401 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $26,715,641 | 79,908 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,113,989 | 77,140 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $18,613,011 | 72,396 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $18,696,953 | 62,079 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $13,293,569 | 50,519 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,513,515 | 41,984 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $22,928,681 | 108,533 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $21,245,803 | 106,346 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $12,830,469 | 96,768 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $16,095,839 | 111,901 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $19,041,490 | 115,375 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $25,578,827 | 120,473 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $27,763,956 | 109,251 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $23,705,914 | 97,048 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $20,561,559 | 97,048 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $21,596,091 | 97,048 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $24,390,103 | 97,048 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $18,180,001 | 97,048 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $13,972,971 | 97,048 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||