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Equibles

IHT Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1697490 Chicago, IL
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,644,146
-$864,512 QoQ
Shares Held
10,495
-21.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,021
of 2,461 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

IHT Wealth Management, LLC holds $21,335,488 across 17 Software - Application names. CRM ranks #6 (7.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AZ
A2z Cust2mate Solutions Corp.
 668,013 $3,887,835
2 NOW
ServiceNow, Inc.
 28,671 $2,846,456
3 MSTR
Strategy Inc
 22,643 $1,968,355
4 ADBE
Adobe Inc.
 9,316 $1,909,966
5 SNOW
Snowflake Inc.
 7,197 $1,831,636
6 CRM
Salesforce, Inc.
This page 		10,495 $1,644,146
7 UBER
Uber Technologies, Inc
 22,566 $1,628,362
8 ADP
Automatic Data Processing Inc
 6,581 $1,473,814

All Filings in CRM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,644,146 10,495
2026-03-31 $2,508,658 13,439
2025-12-31 $3,431,379 12,953
2025-09-30 $3,155,892 13,316
2025-06-30 $4,122,527 15,118
2025-03-31 $3,725,641 13,883
2024-12-31 $3,719,086 11,124
2024-09-30 $3,979,469 14,539
2024-06-30 $2,718,061 10,572
2024-03-31 $2,787,722 9,256
2023-12-31 $2,367,996 8,999
2023-09-30 $1,638,056 8,078
2023-06-30 $1,674,446 7,926
2023-03-31 $1,593,045 7,974
2022-12-31 $1,005,429 7,583
2022-09-30 $1,326,204 9,220
2022-06-30 $1,166,007 7,065
2022-03-31 $1,896,229 8,931
2021-12-31 $1,968,999 7,748
2021-09-30 $1,957,123 7,216
2021-06-30 $2,067,989 8,466
2021-03-31 $1,868,269 8,818
2020-12-31 $1,419,518 6,379
2020-09-30 $1,315,408 5,234
2020-06-30 $1,132,035 6,043
2020-03-31 $1,278,398 8,879