Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,975,443
-$1,379,754 QoQ
Shares Held
18,993
-18.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#808
of 2,460 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $85,698,037 across 19 Software - Application names. CRM ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHYM |
Chime Financial, Inc.
|
2,655,295 | $54,380,441 | |
| 2 | UBER |
Uber Technologies, Inc
|
90,665 | $6,542,386 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
10,647 | $3,996,032 | |
| 4 | SNOW |
Snowflake Inc.
|
13,703 | $3,487,413 | |
| 5 | NOW |
ServiceNow, Inc.
|
32,111 | $3,187,980 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
18,993 | $2,975,443 | |
| 7 | ZM |
Zoom Communications, Inc.
|
25,759 | $2,223,259 | |
| 8 | ADBE |
Adobe Inc.
|
10,383 | $2,128,722 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,975,443 | 18,993 | Shares | Sole | 2026-07-29 | |
| 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. | ||||||