Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$620,686
-$126,740 QoQ
Shares Held
3,962
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,464
of 2,457 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$579,642
PutShares
3,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Key Client Fiduciary Advisors, LLC holds $1,934,197 across 4 Software - Application names. CRM ranks #2 (32.1% of the industry book) .
All Filings in CRM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,686 | 3,962 | Shares | Sole | 2026-07-09 | |
| 2026-06-30 | $579,642 | 3,700 | Put | Sole | 2026-07-09 | |
| 2026-03-31 | $747,426 | 4,004 | Shares | Sole | 2026-04-09 | |
| 2026-03-31 | $690,679 | 3,700 | Put | Sole | 2026-04-09 | |
| 2025-12-31 | $1,090,899 | 4,118 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $962,457 | 4,061 | Shares | Sole | 2025-10-14 | |
| 2025-09-30 | $876,900 | 3,700 | Put | Sole | 2025-10-14 | |
| 2025-06-30 | $1,133,299 | 4,156 | Shares | Sole | 2025-07-09 | |
| 2025-06-30 | $1,008,953 | 3,700 | Put | Sole | 2025-07-09 | |
| 2025-03-31 | $1,115,035 | 4,155 | Shares | Sole | 2025-04-10 | |
| 2025-03-31 | $992,932 | 3,700 | Put | Sole | 2025-04-10 | |
| 2024-12-31 | $1,237,021 | 3,700 | Put | Sole | 2025-01-17 | |
| 2024-12-31 | $1,389,141 | 4,155 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,291,911 | 4,720 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $1,176,953 | 4,300 | Put | Sole | 2024-10-18 | |
| 2024-06-30 | $1,233,051 | 4,796 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $1,105,530 | 4,300 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $1,100,210 | 3,653 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||