Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,089,883
-$254,514 QoQ
Shares Held
6,957
-3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,180
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $41,311,783 across 13 Software - Application names. CRM ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
142,303 | $31,868,756 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
7,050 | $2,646,006 | |
| 3 | ROP |
Roper Technologies Inc
|
5,484 | $1,855,730 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
6,957 | $1,089,883 | |
| 5 | DDOG |
Datadog, Inc.
|
3,197 | $832,370 | |
| 6 | APPF |
Appfolio Inc
|
3,716 | $595,860 | |
| 7 | ADBE |
Adobe Inc.
|
2,782 | $570,365 | |
| 8 | NOW |
ServiceNow, Inc.
|
4,677 | $464,332 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,883 | 6,957 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,344,397 | 7,202 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,997,156 | 7,539 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,891,734 | 7,982 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,700,403 | 13,570 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,631,179 | 13,531 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,499,078 | 13,457 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,795,262 | 13,866 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,604,799 | 14,021 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,659,555 | 15,471 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,422,857 | 16,808 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,266,288 | 21,039 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,184,109 | 24,539 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,008,982 | 30,078 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,426,119 | 33,382 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,029,077 | 34,963 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,106,314 | 36,999 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,250,330 | 38,858 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,434,831 | 41,061 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,122,460 | 41,009 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,971,101 | 40,820 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $9,112,952 | 43,012 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,743,426 | 39,291 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $9,060,086 | 36,050 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,468,692 | 34,531 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,952,192 | 34,395 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||