Position in CRM
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$204,590
-$31,709 QoQ
Shares Held
1,096
+22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Bogart Wealth, LLC holds $36,818,943 across 55 Software - Application names. CRM ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
43,021 | $8,741,006 | |
| 2 | SHOP |
Shopify Inc.
|
61,784 | $7,328,818 | |
| 3 | UBER |
Uber Technologies, Inc
|
98,047 | $7,052,520 | |
| 4 | ADSK |
Autodesk, Inc.
|
27,321 | $6,540,647 | |
| 5 | INTU |
Intuit Inc.
|
12,026 | $5,199,801 | |
| 6 | ROP |
Roper Technologies Inc
|
2,233 | $790,169 | |
| 7 | ADBE |
Adobe Inc.
|
1,689 | $410,562 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,096 | $204,590 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,590 | 1,096 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $236,299 | 892 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,169,282 | 59,786 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,262,005 | 48,634 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $12,478,740 | 46,500 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,064,260 | 42,067 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $12,786,636 | 46,716 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,828,913 | 46,009 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $11,177,994 | 37,114 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $10,816,369 | 41,105 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,058,679 | 39,741 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,209,774 | 38,861 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,651,174 | 38,298 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $4,855,843 | 36,623 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,566,200 | 31,745 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,522,261 | 27,401 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,999,074 | 23,545 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $4,180,946 | 16,452 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,689,134 | 13,602 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,777,349 | 11,370 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,988,399 | 9,385 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,458,461 | 6,554 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,314,152 | 5,229 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $838,863 | 4,478 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $512,856 | 3,562 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||