Position in CRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,804,352
-$8,049,240 QoQ
Shares Held
9,666
-74.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Dakota Wealth Management holds $11,517,589 across 14 Software - Application names. CRM ranks #2 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
30,088 | $2,164,229 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
9,666 | $1,804,352 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
5,932 | $1,648,324 | |
| 4 | ADBE |
Adobe Inc.
|
3,704 | $900,368 | |
| 5 | DOCU |
Docusign, Inc.
|
18,058 | $856,129 | |
| 6 | NOW |
ServiceNow, Inc.
|
7,901 | $826,049 | |
| 7 | SHOP |
Shopify Inc.
|
6,440 | $763,912 | |
| 8 | ADP |
Automatic Data Processing Inc
|
3,556 | $722,508 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,804,352 | 9,666 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $9,853,592 | 37,196 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $7,908,690 | 33,370 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $8,324,407 | 30,527 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $1,942,926 | 7,240 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $18,637,225 | 55,745 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,995,072 | 7,289 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $2,525,493 | 9,823 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,154,749 | 27,076 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $5,584,620 | 21,223 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $8,012,851 | 39,515 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,333,677 | 44,181 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $1,100,388 | 5,508 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $733,354 | 5,531 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $650,299 | 4,521 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $742,349 | 4,498 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $953,103 | 4,489 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,498,349 | 5,896 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,112,248 | 11,475 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,831,332 | 11,591 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,571,862 | 7,419 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,694,787 | 7,616 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $520,231 | 2,070 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $383,277 | 2,046 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $296,166 | 2,057 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||