Position in CRM
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$17,459,618
-$3,943,255 QoQ
Shares Held
93,532
+15.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. CRM ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
|
5,574 | $2,410,086 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,459,618 | 93,532 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $21,402,873 | 80,793 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,518,469 | 78,137 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,084,390 | 77,320 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,568,274 | 72,918 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,738,414 | 73,994 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,962,217 | 72,932 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,980,664 | 73,826 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,169,837 | 13,845 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,580,282 | 13,606 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,822,089 | 13,917 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,965,245 | 14,036 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,947,655 | 9,749 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,383,046 | 10,431 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,306,186 | 16,033 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,868,890 | 17,383 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,852,306 | 13,434 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,747,399 | 10,811 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,811,737 | 10,367 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,304,443 | 9,434 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,983,526 | 9,362 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,994,313 | 8,962 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,087,712 | 4,328 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $622,122 | 3,321 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $468,798 | 3,256 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||