Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,183,056
-$459,630 QoQ
Shares Held
13,935
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#910
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $5,462,039 across 15 Software - Application names. CRM ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
13,935 | $2,183,056 | |
| 2 | ADP |
Automatic Data Processing Inc
|
7,775 | $1,741,211 | |
| 3 | ADBE |
Adobe Inc.
|
3,805 | $780,100 | |
| 4 | INTU |
Intuit Inc.
|
1,350 | $352,350 | |
| 5 | PAYX |
Paychex Inc
|
1,893 | $186,138 | |
| 6 | NOW |
ServiceNow, Inc.
|
435 | $43,186 | |
| 7 | DDOG |
Datadog, Inc.
|
150 | $39,054 | |
| 8 | SNOW |
Snowflake Inc.
|
153 | $38,938 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,056 | 13,935 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,642,686 | 14,157 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,825,564 | 14,441 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,564,954 | 15,042 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,089,531 | 14,997 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,005,809 | 14,927 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,995,558 | 14,942 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,988,501 | 14,572 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $3,811,506 | 14,825 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $4,309,583 | 14,309 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $3,609,754 | 13,718 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $2,712,992 | 13,379 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,714,478 | 12,849 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,571,567 | 12,872 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,696,488 | 12,795 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,273,534 | 15,806 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $2,761,614 | 16,733 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $3,571,858 | 16,823 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $4,282,089 | 16,850 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $4,574,938 | 16,868 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,197,535 | 17,184 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $3,594,586 | 16,966 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $3,933,661 | 17,677 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $3,582,314 | 14,254 | Shares | Sole | 2020-10-02 | |
| 2020-06-30 | $2,655,214 | 14,174 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,964,894 | 13,647 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||