Position in CRM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$216,910
-$274,498 QoQ
Shares Held
1,162
-37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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, 2026Cassaday & Co Wealth Management LLC holds $3,267,813 across 42 Software - Application names. CRM ranks #6 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
2,264 | $550,333 | |
| 2 | NOW |
ServiceNow, Inc.
|
5,064 | $529,441 | |
| 3 | ADP |
Automatic Data Processing Inc
|
2,356 | $478,692 | |
| 4 | SHOP |
Shopify Inc.
|
3,986 | $472,819 | |
| 5 | IDN |
Intellicheck, Inc.
|
34,530 | $241,364 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,162 | $216,910 | |
| 7 | UBER |
Uber Technologies, Inc
|
2,165 | $155,728 | |
| 8 | GWRE |
Guidewire Software, Inc.
|
987 | $147,615 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,910 | 1,162 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $491,408 | 1,855 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $326,823 | 1,379 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $368,404 | 1,351 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $318,274 | 1,186 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $402,533 | 1,204 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $212,946 | 778 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $226,788 | 753 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||