Position in CRM
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$153,816
-$55,727 QoQ
Shares Held
824
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026Activest Wealth Management holds $1,671,636 across 38 Software - Application names. CRM ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
10,755 | $773,607 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
824 | $153,816 | |
| 3 | INTU |
Intuit Inc.
|
188 | $81,287 | |
| 4 | NOW |
ServiceNow, Inc.
|
701 | $73,289 | |
| 5 | ADBE |
Adobe Inc.
|
292 | $70,979 | |
| 6 | SHOP |
Shopify Inc.
|
569 | $67,494 | |
| 7 | ADP |
Automatic Data Processing Inc
|
263 | $53,436 | |
| 8 | MSTR |
Strategy Inc
|
374 | $46,675 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||