Position in CRM
as of Mar 31, 2026
· filed Jun 1, 2026
Position Value
$945,483
-$792,326 QoQ
Shares Held
5,065
-22.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 49.733464955577496.ToString("F0")%
Shared 0.ToString("F0")%
None 50.26653504442251.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Keel Point, LLC holds $10,031,008 across 11 Software - Application names. CRM ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
8,847 | $3,130,599 | |
| 2 | ADP |
Automatic Data Processing Inc
|
13,405 | $2,723,627 | |
| 3 | UBER |
Uber Technologies, Inc
|
14,452 | $1,039,532 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
5,065 | $945,483 | |
| 5 | ADSK |
Autodesk, Inc.
|
1,730 | $414,162 | |
| 6 | NOW |
ServiceNow, Inc.
|
3,634 | $379,934 | |
| 7 | SHOP |
Shopify Inc.
|
2,957 | $350,759 | |
| 8 | INTU |
Intuit Inc.
|
755 | $326,446 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $945,483 | 5,065 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,737,809 | 6,560 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,505,424 | 6,352 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $1,832,204 | 6,719 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,786,204 | 6,656 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,985,920 | 5,940 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,797,453 | 6,567 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,694,546 | 6,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,684,800 | 5,594 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,185,445 | 4,505 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,083,453 | 5,343 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $549,909 | 2,603 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $477,873 | 2,392 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $226,994 | 1,712 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $258,192 | 1,795 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $304,993 | 1,848 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $398,949 | 1,879 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $647,777 | 2,549 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $646,859 | 2,385 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $564,996 | 2,313 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $480,097 | 2,266 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $515,602 | 2,317 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $599,398 | 2,385 | Shares | Sole | 2020-11-18 | |
| No filing history on record for this holder in this stock. | ||||||