Position in CRM
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$1,752,271
-$1,410,489 QoQ
Shares Held
9,387
-21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 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, 2026U.S. Capital Wealth Advisors, LLC holds $37,290,059 across 21 Software - Application names. CRM ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
115,318 | $10,623,094 | |
| 2 | FICO |
Fair Isaac Corp
|
5,890 | $6,287,810 | |
| 3 | UBER |
Uber Technologies, Inc
|
76,839 | $5,527,029 | |
| 4 | CHYM |
Chime Financial, Inc.
|
110,609 | $2,071,706 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
9,387 | $1,752,271 | |
| 6 | SHOP |
Shopify Inc.
|
14,440 | $1,712,872 | |
| 7 | DDOG |
Datadog, Inc.
|
13,538 | $1,598,160 | |
| 8 | ADBE |
Adobe Inc.
|
6,506 | $1,581,478 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,752,271 | 9,387 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,162,760 | 11,939 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,653,215 | 11,195 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,562,149 | 13,063 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,904,547 | 18,276 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,727,072 | 17,130 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,400,573 | 12,424 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,831,837 | 7,125 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $2,117,596 | 7,031 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,872,767 | 7,117 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,708,624 | 8,426 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,535,015 | 7,266 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,626,808 | 8,143 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $960,084 | 7,241 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,114,472 | 7,748 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,464,399 | 8,873 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,346,560 | 11,052 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,871,669 | 11,300 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,961,179 | 10,918 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||