Position in CRM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,567,637
+$2,116,990 QoQ
Shares Held
19,112
+249.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Gibbs Wealth Management holds $17,300,039 across 14 Software - Application names. CRM ranks #2 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
34,606 | $4,104,963 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
19,112 | $3,567,637 | |
| 3 | ADSK |
Autodesk, Inc.
|
7,276 | $1,741,874 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,518 | $1,726,956 | |
| 5 | IDCC |
InterDigital, Inc.
|
4,987 | $1,506,074 | |
| 6 | SAP |
Sap SE
|
4,974 | $851,598 | |
| 7 | CVLT |
Commvault Systems Inc
|
10,242 | $797,749 | |
| 8 | UBER |
Uber Technologies, Inc
|
10,687 | $768,715 |
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,567,637 | 19,112 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,450,647 | 5,476 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $535,857 | 2,261 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $721,537 | 2,646 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $570,801 | 2,127 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $495,477 | 1,482 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $287,121 | 1,049 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $2,305,415 | 8,967 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $1,810,995 | 6,013 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||