CWM, LLC

Position in ZM — Zoom Communications, Inc.

CIK 1535847 OMAHA, NE

Position in ZM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$16,556,159

-$11,717,967 QoQ

Shares Held

205,948

-37.1% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 2.5210247246877855.ToString("F0")% Shared 0.ToString("F0")% None 97.47897527531222.ToString("F0")%

Technology · as of Mar 31, 2026

CWM, LLC holds $331,735,468 across 144 Software - Application names. ZM ranks #7 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	235,476	$35,514,490
2	NOW	ServiceNow, Inc.	265,929	$27,802,876
3	CRM	Salesforce, Inc.	137,932	$25,747,766
4	UBER	Uber Technologies, Inc	345,934	$24,883,032
5	ADBE	Adobe Inc.	88,129	$21,422,397
6	MSTR	Strategy Inc	161,806	$20,193,388
7	ZM	Zoom Communications, Inc. This page	205,948	$16,556,159
8	INTU	Intuit Inc.	24,481	$10,585,094

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,556,159	205,948	-37.1%	Shares	Sole	2026-05-14
2025-12-31	$28,274,126	327,664	+52.7%	Shares	Sole	2026-01-26
2025-09-30	$17,699,302	214,537	+76.7%	Shares	Sole	2025-10-15
2025-06-30	$9,467,239	121,406	+49.4%	Shares	Sole	2025-07-25
2025-03-31	$5,995,509	81,273	+5.9%	Shares	Sole	2025-05-01
2024-12-31	$6,260,547	76,713	+21.9%	Shares	Sole	2025-02-04
2024-09-30	$4,387,831	62,917	+657.7%	Shares	Sole	2024-10-08
2024-06-30	$491,513	8,304	+6.0%	Shares	Sole	2024-07-10
2024-03-31	$512,043	7,833	+254.4%	Shares	Sole	2024-04-05
2023-12-31	$158,921	2,210	-25.7%	Shares	Sole	2024-02-01
2023-09-30	$208,071	2,975	+96.2%	Shares	Sole	2023-10-11
2023-06-30	$102,906	1,516	-33.9%	Shares	Sole	2023-08-03
2023-03-31	$169,462	2,295	+24.1%	Shares	Sole	2023-05-01
2022-12-31	$125,319	1,850	+25.3%	Shares	Sole	2023-02-01
2022-09-30	$108,618	1,476	-40.5%	Shares	Sole	2022-10-27
2022-06-30	$267,657	2,479	+51.1%	Shares	Sole	2022-07-28
2022-03-31	$192,374	1,641	+29.5%	Shares	Sole	2022-04-21
2021-12-31	$233,013	1,267	-73.2%	Shares	Sole	2022-01-31
2021-06-30	$1,830,651	4,730	0.0%	Shares	Sole	2021-09-15
2021-03-31	$1,519,701	4,730	0.0%	Shares	Sole	2021-09-15
2020-12-31	$1,595,523	4,730	0.0%	Shares	Sole	2021-09-15
2020-09-30	$2,223,620	4,730	0.0%	Shares	Sole	2021-09-15
2020-06-30	$1,199,244	4,730	0.0%	Shares	Sole	2021-09-15
2020-03-31	$691,147	4,730	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.