Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,508,658
-$922,721 QoQ
Shares Held
13,439
+3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026IHT Wealth Management, LLC holds $24,576,674 across 18 Software - Application names. CRM ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
15,288 | $3,716,207 | |
| 2 | MSTR |
Strategy Inc
|
27,345 | $3,412,656 | |
| 3 | AZ |
A2z Cust2mate Solutions Corp.
|
461,958 | $3,081,259 | |
| 4 | NOW |
ServiceNow, Inc.
|
24,353 | $2,546,106 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
13,439 | $2,508,658 | |
| 6 | UBER |
Uber Technologies, Inc
|
28,361 | $2,040,006 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,705 | $1,362,321 | |
| 8 | SHOP |
Shopify Inc.
|
11,386 | $1,350,607 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,508,658 | 13,439 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,431,379 | 12,953 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,155,892 | 13,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,122,527 | 15,118 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,725,641 | 13,883 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,719,086 | 11,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,979,469 | 14,539 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,718,061 | 10,572 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,787,722 | 9,256 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,367,996 | 8,999 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,638,056 | 8,078 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,674,446 | 7,926 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,593,045 | 7,974 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,005,429 | 7,583 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,326,204 | 9,220 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $1,166,007 | 7,065 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,896,229 | 8,931 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,968,999 | 7,748 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,957,123 | 7,216 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,067,989 | 8,466 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,868,269 | 8,818 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,419,518 | 6,379 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,315,408 | 5,234 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,132,035 | 6,043 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,278,398 | 8,879 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||