Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,925,155
-$1,346,787 QoQ
Shares Held
18,672
-18.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#816
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, 2026WEBSTER BANK, N. A. holds $12,275,266 across 19 Software - Application names. CRM ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
48,810 | $3,522,129 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
18,672 | $2,925,155 | |
| 3 | ADP |
Automatic Data Processing Inc
|
11,260 | $2,521,677 | |
| 4 | NOW |
ServiceNow, Inc.
|
18,214 | $1,808,285 | |
| 5 | PAYX |
Paychex Inc
|
8,034 | $789,982 | |
| 6 | ROP |
Roper Technologies Inc
|
1,766 | $597,596 | |
| 7 | SNOW |
Snowflake Inc.
|
200 | $50,900 | |
| 8 | INTU |
Intuit Inc.
|
42 | $10,962 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,925,155 | 18,672 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $4,271,942 | 22,885 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $6,307,506 | 23,810 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $5,046,678 | 21,294 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $6,057,262 | 22,213 | Shares | Other | 2025-07-08 | |
| 2025-03-31 | $6,229,172 | 23,212 | Shares | Other | 2025-04-04 | |
| 2024-12-31 | $7,736,061 | 23,139 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $6,523,876 | 23,835 | Shares | Other | 2024-10-10 | |
| 2024-06-30 | $6,440,097 | 25,049 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $7,726,170 | 25,653 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $6,839,271 | 25,991 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $5,270,251 | 25,990 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $5,583,178 | 26,428 | Shares | Other | 2023-07-13 | |
| 2023-03-31 | $5,418,032 | 27,120 | Shares | Other | 2023-04-13 | |
| 2022-12-31 | $3,682,819 | 27,776 | Shares | Other | 2023-01-18 | |
| 2022-09-30 | $4,323,398 | 30,057 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $4,933,045 | 29,890 | Shares | Other | 2022-07-12 | |
| 2022-03-31 | $6,465,143 | 30,450 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $7,604,331 | 29,923 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $8,351,677 | 30,793 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $7,695,482 | 31,504 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $6,791,916 | 32,057 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $7,204,631 | 32,376 | Shares | Other | 2021-01-07 | |
| 2020-09-30 | $7,849,226 | 31,232 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $5,984,068 | 31,944 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $4,526,443 | 31,438 | Shares | Other | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||