Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,854
-$9,933 QoQ
Shares Held
331
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,205
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Estabrook Capital Management holds $164,406 across 10 Software - Application names. CRM ranks #1 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
331 | $51,854 | |
| 2 | SHOP |
Shopify Inc.
|
250 | $28,545 | |
| 3 | ADP |
Automatic Data Processing Inc
|
125 | $27,993 | |
| 4 | FICO |
Fair Isaac Corp
|
10 | $11,947 | |
| 5 | ADSK |
Autodesk, Inc.
|
59 | $11,470 | |
| 6 | DOCU |
Docusign, Inc.
|
250 | $11,105 | |
| 7 | PCTY |
Paylocity Holding Corp
|
70 | $7,317 | |
| 8 | UBER |
Uber Technologies, Inc
|
70 | $5,051 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,854 | 331 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $61,787 | 331 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $87,685 | 331 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,447 | 331 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $90,260 | 331 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $88,827 | 331 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $110,663 | 331 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $90,598 | 331 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $85,100 | 331 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $99,690 | 331 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $87,099 | 331 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,120 | 331 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,927 | 331 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $66,127 | 331 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $43,887 | 331 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $47,611 | 331 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,628 | 331 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $70,277 | 331 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $84,117 | 331 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $27,122 | 100 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,427 | 100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,187 | 100 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $22,253 | 100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $25,132 | 100 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $18,733 | 100 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $14,398 | 100 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||