Keeler Thomas Management LLC

Position in CRM — Salesforce, Inc.

CIK 1730660 Orem, UT

Position in CRM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,314,690

-$126,589 QoQ

Shares Held

8,392

+8.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,110

of 2,451 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keeler Thomas Management LLC holds $10,983,908 across 6 Software - Application names. CRM ranks #5 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	36,452	$2,630,376
2	PTC	Ptc Inc.	21,948	$2,493,512
3	ADP	Automatic Data Processing Inc	9,656	$2,162,461
4	INTU	Intuit Inc.	5,939	$1,550,079
5	CRM	Salesforce, Inc. This page	8,392	$1,314,690
6	PCTY	Paylocity Holding Corp	7,967	$832,790

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,314,690	8,392	+8.7%	Shares	Sole	2026-07-30
2026-03-31	$1,441,279	7,721	-17.3%	Shares	Sole	2026-05-12
2025-03-31	$2,504,067	9,331	-34.9%	Shares	Sole	2025-05-09
2024-12-31	$4,795,629	14,344	-1.8%	Shares	Sole	2025-02-04
2024-09-30	$3,996,166	14,600	+27.6%	Shares	Sole	2024-10-17
2024-06-30	$2,942,766	11,446	+81.3%	Shares	Sole	2024-07-23
2024-03-31	$1,901,951	6,315	-5.7%	Shares	Sole	2024-05-07
2023-12-31	$1,763,038	6,700	+27.8%	Shares	Sole	2024-02-01
2023-09-30	$1,063,175	5,243	-12.0%	Shares	Sole	2023-10-26
2023-06-30	$1,258,053	5,955	-7.1%	Shares	Sole	2023-07-21
2023-03-31	$1,280,190	6,408	-18.6%	Shares	Sole	2023-05-02
2022-12-31	$1,043,350	7,869	-12.3%	Shares	Sole	2023-01-20
2022-09-30	$1,289,957	8,968	+48.0%	Shares	Sole	2022-10-24
2022-03-31	$1,286,234	6,058	—	Shares	Sole	2022-04-28
No filing history on record for this holder in this stock.