Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$297,184
-$138,503 QoQ
Shares Held
1,897
-18.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,842
of 2,451 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Klingman & Associates, LLC holds $20,640,495 across 7 Software - Application names. CRM ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
67,523 | $17,580,288 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,689 | $1,498,001 | |
| 3 | NOW |
ServiceNow, Inc.
|
3,828 | $380,043 | |
| 4 | UBER |
Uber Technologies, Inc
|
4,789 | $345,574 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
1,897 | $297,184 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
783 | $293,875 | |
| 7 | PAYX |
Paychex Inc
|
2,497 | $245,530 |
All Filings in CRM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $297,184 | 1,897 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $435,687 | 2,334 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,004,803 | 3,793 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $901,548 | 3,804 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $914,602 | 3,354 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $804,543 | 2,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $954,512 | 2,855 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $760,366 | 2,778 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $367,395 | 1,429 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $417,134 | 1,385 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $357,607 | 1,359 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $279,633 | 1,379 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $300,411 | 1,422 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $248,925 | 1,246 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $205,309 | 1,244 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $254,784 | 1,200 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $407,116 | 1,602 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $432,324 | 1,594 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $349,061 | 1,429 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $276,278 | 1,304 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||