Position in CRM
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$2,737,141
+$124,069 QoQ
Shares Held
14,663
+48.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Western Wealth Management, LLC holds $17,160,986 across 50 Software - Application names. CRM ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,949 | $3,305,111 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
14,663 | $2,737,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
19,660 | $2,055,452 | |
| 4 | MSTR |
Strategy Inc
|
12,954 | $1,616,659 | |
| 5 | INTU |
Intuit Inc.
|
2,901 | $1,254,334 | |
| 6 | PAYX |
Paychex Inc
|
12,749 | $1,174,437 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,741 | $928,479 | |
| 8 | ADBE |
Adobe Inc.
|
3,788 | $920,786 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,737,141 | 14,663 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,613,072 | 9,864 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,311,224 | 9,752 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,174,929 | 11,643 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,233,738 | 12,050 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,782,609 | 11,314 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $3,535,785 | 12,918 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,791,591 | 10,858 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,038,002 | 10,087 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,104,856 | 7,999 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,338,145 | 6,599 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,315,304 | 6,226 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $1,161,121 | 5,812 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $739,719 | 5,579 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,170,857 | 8,140 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $799,123 | 4,842 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,981,794 | 9,334 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,736,724 | 6,834 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,812,727 | 7,421 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,735,850 | 8,193 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,889,502 | 8,491 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,546,623 | 6,154 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,363,762 | 7,280 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $715,580 | 4,970 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||