Keudell/Morrison Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1785498 Salem, OR

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$921,474

-$180,625 QoQ

Shares Held

5,882

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,264

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Keudell/Morrison Wealth Management holds $3,399,788 across 8 Software - Application names. CRM ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	5,882	$921,474
2	SHOP	Shopify Inc.	4,013	$458,204
3	PAYX	Paychex Inc	4,067	$399,908
4	ADBE	Adobe Inc.	1,908	$391,178
5	ADP	Automatic Data Processing Inc	1,638	$366,830
6	CDNS	Cadence Design Systems Inc	827	$310,389
7	NOW	ServiceNow, Inc.	3,030	$300,818
8	DDOG	Datadog, Inc.	964	$250,987

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,474	5,882	-0.4%	Shares	Sole	2026-07-15
2026-03-31	$1,102,099	5,904	-9.9%	Shares	Sole	2026-04-20
2025-12-31	$1,736,485	6,555	-7.1%	Shares	Sole	2026-02-06
2025-06-30	$1,923,555	7,054	+24.9%	Shares	Sole	2025-07-22
2025-03-31	$1,515,697	5,648	+5.7%	Shares	Sole	2025-04-23
2024-12-31	$1,785,990	5,342	-0.3%	Shares	Sole	2025-01-23
2024-09-30	$1,466,538	5,358	-16.4%	Shares	Sole	2024-10-31
2024-06-30	$1,647,239	6,407	+1.1%	Shares	Sole	2024-07-16
2024-03-31	$1,907,975	6,335	-0.2%	Shares	Sole	2024-05-07
2023-12-31	$1,670,149	6,347	-0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,287,450	6,349	0.0%	Shares	Sole	2023-10-18
2023-06-30	$1,341,289	6,349	-4.2%	Shares	Sole	2023-07-20
2023-03-31	$1,324,141	6,628	+19.3%	Shares	Sole	2023-04-18
2022-12-31	$736,670	5,556	-18.3%	Shares	Sole	2023-01-20
2022-09-30	$978,399	6,802	+0.4%	Shares	Sole	2022-10-12
2022-06-30	$1,118,311	6,776	-2.5%	Shares	Sole	2022-07-18
2022-03-31	$1,476,260	6,953	-0.9%	Shares	Sole	2022-04-18
2021-12-31	$1,782,467	7,014	-0.1%	Shares	Sole	2022-02-08
2021-09-30	$1,903,421	7,018	-1.0%	Shares	Sole	2021-12-08
2021-06-30	$1,731,385	7,088	+11.4%	Shares	Sole	2021-07-13
2021-03-31	$1,347,493	6,360	+9.4%	Shares	Sole	2021-04-13
2020-12-31	$1,293,344	5,812	+13.7%	Shares	Sole	2021-02-12
2020-09-30	$1,284,999	5,113	-2.2%	Shares	Sole	2020-10-20
2020-06-30	$979,735	5,230	+2.4%	Shares	Sole	2020-07-14
2020-03-31	$735,593	5,109	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.