Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,355,197
-$3,038,706 QoQ
Shares Held
23,331
-16.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Ashton Thomas Private Wealth, LLC holds $93,240,929 across 24 Software - Application names. CRM ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHYM |
Chime Financial, Inc.
|
2,852,920 | $53,435,191 | |
| 2 | ADBE |
Adobe Inc.
|
27,848 | $6,769,291 | |
| 3 | UBER |
Uber Technologies, Inc
|
80,297 | $5,775,763 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
23,331 | $4,355,197 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
9,814 | $2,727,016 | |
| 6 | ZM |
Zoom Communications, Inc.
|
33,159 | $2,665,652 | |
| 7 | INTU |
Intuit Inc.
|
5,365 | $2,319,718 | |
| 8 | ADP |
Automatic Data Processing Inc
|
11,339 | $2,303,858 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,355,197 | 23,331 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,393,903 | 27,911 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,136,307 | 30,111 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,999,498 | 18,334 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,765,090 | 14,030 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,144,001 | 15,386 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,257,832 | 15,556 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,085,576 | 15,891 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,909,015 | 12,979 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,440,623 | 9,275 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $1,177,543 | 5,807 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $915,389 | 4,333 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $534,011 | 2,673 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $365,948 | 2,760 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $269,987 | 1,877 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $597,774 | 3,622 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $1,453,118 | 6,844 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $1,535,961 | 6,044 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $1,513,950 | 5,582 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $1,259,700 | 5,157 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $1,321,009 | 6,235 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $1,351,647 | 6,074 | Shares | Sole | 2024-04-22 | |
| 2020-09-30 | $1,288,768 | 5,128 | Shares | Sole | 2024-04-22 | |
| 2020-06-30 | $726,091 | 3,876 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||