ROTHSCHILD INVESTMENT LLC

Position in CRM — Salesforce, Inc.

CIK 85338 CHICAGO, IL

Position in CRM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$921,403

+$129,323 QoQ

Shares Held

4,936

+65.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

ROTHSCHILD INVESTMENT LLC holds $16,316,951 across 124 Software - Application names. CRM ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	30,782	$2,214,149
2	HUBS	Hubspot Inc	8,679	$2,118,543
3	SSNC	SS&C Technologies Holdings Inc	23,974	$1,619,923
4	ADBE	Adobe Inc.	4,327	$1,051,807
5	SNOW	Snowflake Inc.	6,940	$1,046,690
6	CRM	Salesforce, Inc. This page	4,936	$921,403
7	NOW	ServiceNow, Inc.	8,295	$867,242
8	INTU	Intuit Inc.	1,770	$765,312

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$921,403	4,936	+65.1%	Shares	Sole	2026-05-07
2025-12-31	$792,080	2,990	-20.1%	Shares	Sole	2026-02-10
2025-09-30	$887,091	3,743	-3.9%	Shares	Sole	2025-11-07
2025-06-30	$1,062,400	3,896	+12.3%	Shares	Sole	2025-08-11
2025-03-31	$930,940	3,469	-1.5%	Shares	Sole	2025-04-08
2024-12-31	$1,177,844	3,523	-92.1%	Shares	Sole	2025-02-04
2024-09-30	$12,141,228	44,358	-1.3%	Shares	Sole	2024-10-18
2024-06-30	$11,555,616	44,946	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$13,464,553	44,706	-4.6%	Shares	Sole	2024-07-31
2023-12-31	$12,324,951	46,838	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.