Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$281,204
+$127,388 QoQ
Shares Held
1,795
+117.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,886
of 2,465 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026Activest Wealth Management holds $1,468,796 across 55 Software - Application names. CRM ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
9,326 | $672,964 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,795 | $281,204 | |
| 3 | ADP |
Automatic Data Processing Inc
|
192 | $42,998 | |
| 4 | FIG |
Figma, Inc.
|
2,000 | $36,180 | |
| 5 | PAYX |
Paychex Inc
|
359 | $35,300 | |
| 6 | DDOG |
Datadog, Inc.
|
130 | $33,846 | |
| 7 | BTDR |
Bitdeer Technologies Group
|
2,000 | $31,740 | |
| 8 | ZM |
Zoom Communications, Inc.
|
359 | $30,985 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,204 | 1,795 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $153,816 | 824 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $209,543 | 791 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $320,898 | 1,354 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $104,167 | 382 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $195,097 | 727 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $91,940 | 275 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $73,627 | 269 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $197,452 | 768 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $134,928 | 448 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $117,886 | 448 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $90,845 | 448 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $176,402 | 835 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $53,541 | 268 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $653,536 | 4,929 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,077,073 | 7,488 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $228,415 | 1,384 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $231,853 | 1,092 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $93,519 | 368 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $70,517 | 260 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $47,632 | 195 | Shares | Sole | 2021-09-20 | |
| 2021-03-31 | $43,221 | 204 | Shares | Sole | 2021-09-20 | |
| No filing history on record for this holder in this stock. | ||||||