Global Trust Asset Management, LLC
Position in CRM — Salesforce, Inc.
CIK 1729672
PALM BEACH GARDENS, FL
Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$196,137
+$37,282 QoQ
Shares Held
1,252
+47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,065
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Global Trust Asset Management, LLC holds $430,797 across 8 Software - Application names. CRM ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,252 | $196,137 | |
| 2 | DDOG |
Datadog, Inc.
|
506 | $131,742 | |
| 3 | ADSK |
Autodesk, Inc.
|
294 | $57,159 | |
| 4 | ROP |
Roper Technologies Inc
|
92 | $31,131 | |
| 5 | ADBE |
Adobe Inc.
|
39 | $7,995 | |
| 6 | SHOP |
Shopify Inc.
|
21 | $2,397 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
6 | $2,251 | |
| 8 | NOW |
ServiceNow, Inc.
|
20 | $1,985 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $196,137 | 1,252 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $158,855 | 851 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $230,735 | 871 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $320,661 | 1,353 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $481,569 | 1,766 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $536,451 | 1,999 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $788,684 | 2,359 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $643,491 | 2,351 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $652,262 | 2,537 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $804,150 | 2,670 | Shares | Defined | 2024-04-12 | |
| 2023-12-31 | $499,965 | 1,900 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $436,179 | 2,151 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $386,816 | 1,831 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $415,941 | 2,082 | Shares | Defined | 2023-04-14 | |
| 2022-12-31 | $218,905 | 1,651 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $300,480 | 2,089 | Shares | Defined | 2022-10-07 | |
| 2022-06-30 | $335,691 | 2,034 | Shares | Defined | 2022-07-12 | |
| 2022-03-31 | $708,086 | 3,335 | Shares | Defined | 2022-04-15 | |
| 2021-12-31 | $880,814 | 3,466 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $835,900 | 3,082 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $752,840 | 3,082 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $658,703 | 3,109 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $690,510 | 3,103 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $698,920 | 2,781 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $352,367 | 1,881 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $270,826 | 1,881 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||