Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$328,359
+$104,511 QoQ
Shares Held
2,096
+148.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,790
of 2,451 holders
Holding Since
Jun 2020
8 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, 2026Keebeck Wealth Management holds $3,837,689 across 10 Software - Application names. CRM ranks #7 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
5,993 | $594,985 | |
| 2 | ADP |
Automatic Data Processing Inc
|
2,385 | $534,120 | |
| 3 | UBER |
Uber Technologies, Inc
|
6,955 | $501,872 | |
| 4 | CVLT |
Commvault Systems Inc
|
2,712 | $384,371 | |
| 5 | SNOW |
Snowflake Inc.
|
1,504 | $382,768 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
879 | $329,906 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
2,096 | $328,359 | |
| 8 | SAP |
Sap SE
|
1,861 | $286,798 |
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,359 | 2,096 | Shares | Other | 2026-08-11 | |
| 2025-12-31 | $223,848 | 845 | Shares | Other | 2026-02-17 | |
| 2024-12-31 | $247,069 | 739 | Shares | Other | 2025-02-14 | |
| 2021-12-31 | $200,762 | 790 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $241,385 | 890 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $304,604 | 1,247 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $207,420 | 979 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $60,694 | 324 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||