Position in CRM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$687,132
+$470,701 QoQ
Shares Held
3,681
+350.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Gateway Wealth Partners, LLC holds $4,174,185 across 11 Software - Application names. CRM ranks #1 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,681 | $687,132 | |
| 2 | UBER |
Uber Technologies, Inc
|
8,332 | $599,320 | |
| 3 | NOW |
ServiceNow, Inc.
|
4,290 | $448,519 | |
| 4 | INTU |
Intuit Inc.
|
1,015 | $438,865 | |
| 5 | ADBE |
Adobe Inc.
|
1,721 | $418,340 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,197 | $332,610 | |
| 7 | IDCC |
InterDigital, Inc.
|
1,038 | $313,476 | |
| 8 | PAYX |
Paychex Inc
|
3,060 | $281,887 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $687,132 | 3,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $216,431 | 817 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,398 | 854 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $215,152 | 789 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $306,246 | 916 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $202,851 | 789 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $234,619 | 779 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||