Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$13,518,191
-$10,876,030 QoQ
Shares Held
86,290
-34.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#391
of 2,414 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, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. CRM ranks #1 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,518,191 | 86,290 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $24,394,221 | 130,681 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $68,911,832 | 260,133 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $64,266,342 | 271,166 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $81,297,614 | 298,132 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $80,395,557 | 299,581 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $99,453,813 | 297,472 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $80,541,904 | 294,260 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $75,441,881 | 293,434 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $77,689,682 | 257,951 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $64,997,948 | 247,009 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $48,015,870 | 236,788 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $35,882,088 | 169,848 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $30,048,510 | 150,408 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,170,398 | 137,042 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $30,288,388 | 210,570 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $35,686,104 | 216,227 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $42,606,042 | 200,669 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $42,950,003 | 169,008 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $44,961,224 | 165,774 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $839,555 | 3,437 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $767,181 | 3,621 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $826,031 | 3,712 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $943,203 | 3,753 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $665,021 | 3,550 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $528,982 | 3,674 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||