Position in CRM
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,041,600
-$761,183 QoQ
Shares Held
16,294
+13.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.368601939364183.ToString("F0")%
Shared 0.ToString("F0")%
None 98.63139806063582.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2021CallValue
$341,978
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $45,817,122 across 28 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
27,799 | $8,395,298 | |
| 2 | FICO |
Fair Isaac Corp
|
4,392 | $4,688,635 | |
| 3 | SAP |
Sap SE
|
24,472 | $4,189,851 | |
| 4 | SHOP |
Shopify Inc.
|
32,601 | $3,867,130 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
16,294 | $3,041,600 | |
| 6 | UBER |
Uber Technologies, Inc
|
42,058 | $3,025,231 | |
| 7 | INTU |
Intuit Inc.
|
5,062 | $2,188,707 | |
| 8 | ADP |
Automatic Data Processing Inc
|
10,503 | $2,133,999 |
All Filings in CRM
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,041,600 | 16,294 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,802,783 | 14,355 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,356,868 | 14,164 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,974,184 | 14,574 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,793,000 | 14,134 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,552,237 | 13,616 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,551,934 | 12,977 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,295,250 | 12,817 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,869,861 | 12,849 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,821,123 | 10,721 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,090,053 | 10,307 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,054,292 | 9,724 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,838,375 | 9,202 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $633,382 | 4,777 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $810,538 | 5,635 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,395,908 | 8,458 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,502,588 | 7,077 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,750,193 | 6,887 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,705,431 | 6,288 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $341,978 | 1,400 | Call | Sole | 2021-07-20 | |
| 2021-06-30 | $1,355,209 | 5,548 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $296,618 | 1,400 | Call | Sole | 2021-05-12 | |
| 2021-03-31 | $911,464 | 4,302 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $200,277 | 900 | Call | Sole | 2021-01-19 | |
| 2020-12-31 | $905,697 | 4,070 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $100,528 | 400 | Call | Sole | 2020-10-23 | |
| 2020-09-30 | $818,800 | 3,258 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $93,665 | 500 | Call | Sole | 2020-07-15 | |
| 2020-06-30 | $499,796 | 2,668 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $268,090 | 1,862 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||