Position in CRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$5,674,538
-$1,323,720 QoQ
Shares Held
36,222
-3.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#52
of 396 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $43,481,992 across 86 Software - Application names. CRM ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
31,745 | $10,742,190 | |
| 2 | NOW |
ServiceNow, Inc.
|
83,017 | $8,241,927 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
15,784 | $5,924,050 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
36,222 | $5,674,538 | |
| 5 | PAYX |
Paychex Inc
|
43,520 | $4,279,321 | |
| 6 | ADBE |
Adobe Inc.
|
17,160 | $3,518,143 | |
| 7 | UBER |
Uber Technologies, Inc
|
24,271 | $1,751,395 | |
| 8 | ADP |
Automatic Data Processing Inc
|
2,883 | $645,647 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,674,538 | 36,222 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,998,258 | 37,490 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,757,430 | 36,833 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,792,463 | 37,099 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,350,540 | 34,290 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,804,086 | 32,807 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $10,337,149 | 30,919 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,702,746 | 28,142 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $7,153,293 | 27,823 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $7,501,791 | 24,908 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $8,005,245 | 30,422 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $6,037,774 | 29,775 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $6,151,891 | 29,120 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,435,814 | 27,209 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $3,169,033 | 23,901 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $2,512,165 | 17,465 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $2,662,920 | 16,135 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $3,110,700 | 14,651 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $6,583,745 | 25,907 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,357,679 | 19,754 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,758,296 | 11,292 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,111,496 | 9,966 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,648,724 | 7,409 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,676,053 | 6,669 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $114,645 | 612 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $25,484 | 177 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||