Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,899,071
-$338,889 QoQ
Shares Held
31,272
+11.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#653
of 2,443 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Callan Family Office, LLC holds $81,791,668 across 42 Software - Application names. CRM ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
31,127 | $8,104,225 | |
| 2 | SAP |
Sap SE
|
52,161 | $8,038,531 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
18,481 | $6,936,288 | |
| 4 | ADP |
Automatic Data Processing Inc
|
30,862 | $6,911,544 | |
| 5 | SHOP |
Shopify Inc.
|
55,278 | $6,311,642 | |
| 6 | SNOW |
Snowflake Inc.
|
20,421 | $5,197,144 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
31,272 | $4,899,071 | |
| 8 | NOW |
ServiceNow, Inc.
|
45,627 | $4,529,848 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,899,071 | 31,272 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,237,960 | 28,060 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,503,611 | 32,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,656,673 | 15,429 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,004,134 | 18,351 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,704,354 | 6,351 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,169,801 | 6,490 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||