Position in CRM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$8,418,817
+$2,849,085 QoQ
Shares Held
45,100
+114.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.03991130820399113.ToString("F0")%
Shared 0.ToString("F0")%
None 99.96008869179602.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$37,334
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $107,471,052 across 33 Software - Application names. CRM ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
245,388 | $25,655,315 | |
| 2 | SNOW |
Snowflake Inc.
|
123,007 | $18,551,915 | |
| 3 | UBER |
Uber Technologies, Inc
|
166,867 | $12,002,743 | |
| 4 | INTU |
Intuit Inc.
|
20,883 | $9,029,391 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
45,100 | $8,418,817 | |
| 6 | ADP |
Automatic Data Processing Inc
|
34,994 | $7,110,080 | |
| 7 | SHOP |
Shopify Inc.
|
50,770 | $6,022,337 | |
| 8 | ADBE |
Adobe Inc.
|
9,366 | $2,276,687 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,418,817 | 45,100 | Shares | Sole | 2026-05-01 | |
| 2026-03-31 | $37,334 | 200 | Put | Sole | 2026-05-01 | |
| 2025-12-31 | $5,569,732 | 21,025 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,285,617 | 30,741 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,050,899 | 29,524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,105,904 | 26,479 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,916,934 | 23,680 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,473,789 | 16,345 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,099,064 | 19,833 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||