Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,185
-$4,442 QoQ
Shares Held
148
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,274
of 2,451 holders
Holding Since
Mar 2021
22 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, 2026Costello Asset Management, INC holds $4,879,992 across 11 Software - Application names. CRM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
57,845 | $4,174,095 | |
| 2 | ADBE |
Adobe Inc.
|
1,160 | $237,823 | |
| 3 | INTU |
Intuit Inc.
|
715 | $186,615 | |
| 4 | DDOG |
Datadog, Inc.
|
300 | $78,108 | |
| 5 | PAYX |
Paychex Inc
|
765 | $75,222 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
100 | $37,532 | |
| 7 | IDCC |
InterDigital, Inc.
|
100 | $28,313 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
148 | $23,185 |
All Filings in CRM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,185 | 148 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $27,627 | 148 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,682 | 29 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,555 | 15 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,090 | 15 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $11,807 | 44 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $23,068 | 69 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $18,885 | 69 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $17,739 | 69 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $20,781 | 69 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $18,156 | 69 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $13,991 | 69 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $14,576 | 69 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,784 | 69 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $9,148 | 69 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $20,569 | 143 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $23,600 | 143 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $30,361 | 143 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $36,340 | 143 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $41,767 | 154 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $20,518 | 84 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $17,797 | 84 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||