Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$341,205
-$68,722 QoQ
Shares Held
2,178
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,771
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026CAMBIENT FAMILY OFFICE, LLC holds $11,163,966 across 9 Software - Application names. CRM ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
36,768 | $8,234,193 | |
| 2 | MANH |
Manhattan Associates Inc
|
6,861 | $955,394 | |
| 3 | ADSK |
Autodesk, Inc.
|
3,076 | $598,035 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
2,178 | $341,205 | |
| 5 | NOW |
ServiceNow, Inc.
|
2,699 | $267,956 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
665 | $249,587 | |
| 7 | INTU |
Intuit Inc.
|
903 | $235,683 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,173 | $228,963 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,205 | 2,178 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $409,927 | 2,196 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $506,772 | 1,913 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||