Position in CRM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$693,292
+$180,427 QoQ
Shares Held
3,714
+91.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Rothschild Wealth LLC holds $9,510,460 across 25 Software - Application names. CRM ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
14,873 | $1,069,814 | |
| 2 | NOW |
ServiceNow, Inc.
|
9,154 | $957,050 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
3,714 | $693,292 | |
| 4 | INTU |
Intuit Inc.
|
1,303 | $563,391 | |
| 5 | SNOW |
Snowflake Inc.
|
3,465 | $522,591 | |
| 6 | ADP |
Automatic Data Processing Inc
|
2,550 | $518,109 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
7,177 | $484,949 | |
| 8 | ADBE |
Adobe Inc.
|
1,988 | $483,243 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $693,292 | 3,714 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $512,865 | 1,936 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,536 | 1,728 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $427,577 | 1,568 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $457,017 | 1,703 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $353,052 | 1,056 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $269,604 | 985 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||