Position in CRM
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$203,096
-$140,492 QoQ
Shares Held
1,088
-16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
13 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, 20261900 WEALTH MANAGEMENT LLC holds $17,342,117 across 8 Software - Application names. CRM ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
45,029 | $13,598,758 | |
| 2 | ADBE |
Adobe Inc.
|
5,384 | $1,308,742 | |
| 3 | ADSK |
Autodesk, Inc.
|
2,968 | $710,539 | |
| 4 | ROP |
Roper Technologies Inc
|
1,260 | $445,863 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,064 | $436,183 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,158 | $321,773 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,561 | $317,163 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,088 | $203,096 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,096 | 1,088 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $343,588 | 1,297 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $202,063 | 741 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $289,828 | 1,080 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $338,007 | 1,011 | Shares | Sole | 2025-01-28 | |
| 2024-03-31 | $256,906 | 853 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $254,982 | 969 | Shares | Sole | 2024-02-01 | |
| 2023-06-30 | $219,076 | 1,037 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $210,260 | 1,274 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $248,626 | 1,171 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $297,586 | 1,171 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $260,913 | 962 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $224,972 | 921 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||