Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,857,321
-$2,830,513 QoQ
Shares Held
18,239
-40.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#823
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $5,377,220 across 2 Software - Application names. CRM ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
18,239 | $2,857,321 | |
| 2 | UBER |
Uber Technologies, Inc
|
34,921 | $2,519,899 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,857,321 | 18,239 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,687,834 | 30,470 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,076,840 | 30,489 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,765,014 | 45,422 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $11,788,388 | 43,230 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,865,628 | 40,489 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,240,565 | 24,648 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,596,137 | 24,099 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $6,016,397 | 23,401 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,606,684 | 21,936 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,629,158 | 17,592 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,482,138 | 17,172 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $3,547,266 | 16,791 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,264,604 | 16,341 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,172,752 | 16,387 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,448,300 | 17,021 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,852,716 | 17,285 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,038,114 | 19,019 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $5,385,777 | 21,193 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,746,066 | 21,186 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,990,150 | 16,335 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,394,793 | 16,023 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $3,218,673 | 14,464 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $2,918,579 | 11,613 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,504,227 | 13,368 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,986,204 | 13,795 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||