Position in CRM
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$1,455,092
-$538,885 QoQ
Shares Held
7,795
+3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. CRM ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
|
10,000 | $1,810 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,455,092 | 7,795 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,993,977 | 7,527 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,163,810 | 9,130 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,552,105 | 9,359 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,477,231 | 9,231 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,072,158 | 9,189 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,607,908 | 9,528 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,063,484 | 8,026 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,130,848 | 7,075 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,560,946 | 5,932 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,053,239 | 5,194 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,067,919 | 5,055 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $936,968 | 4,690 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $727,786 | 5,489 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $816,292 | 5,675 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,070,284 | 6,485 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||