Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,620,804
-$251,682 QoQ
Shares Held
10,346
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,025
of 2,451 holders
Holding Since
Sep 2023
12 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $16,542,701 across 8 Software - Application names. CRM ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
30,188 | $6,760,602 | |
| 2 | PAYX |
Paychex Inc
|
51,809 | $5,094,378 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
10,346 | $1,620,804 | |
| 4 | NOW |
ServiceNow, Inc.
|
15,267 | $1,515,707 | |
| 5 | ADBE |
Adobe Inc.
|
3,411 | $699,323 | |
| 6 | UBER |
Uber Technologies, Inc
|
4,533 | $327,101 | |
| 7 | WDAY |
Workday, Inc.
|
2,413 | $295,399 | |
| 8 | SHOP |
Shopify Inc.
|
2,009 | $229,387 |
All Filings in CRM
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,804 | 10,346 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,872,486 | 10,031 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,548,434 | 9,620 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,106,693 | 8,889 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,067,808 | 7,583 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,083,815 | 7,765 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,588,048 | 7,741 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,889,693 | 6,904 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,644,925 | 6,398 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,888,699 | 6,271 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,628,047 | 6,187 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,251,558 | 6,172 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||