Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,603,414
+$86,009 QoQ
Shares Held
35,768
+21.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#613
of 2,457 holders
Holding Since
Sep 2020
24 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, 2026PHILADELPHIA TRUST CO holds $25,689,944 across 6 Software - Application names. CRM ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
257,400 | $18,573,984 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
35,768 | $5,603,414 | |
| 3 | ADBE |
Adobe Inc.
|
2,576 | $528,131 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,015 | $451,259 | |
| 5 | NOW |
ServiceNow, Inc.
|
3,811 | $378,356 | |
| 6 | CXM |
Sprinklr, Inc.
|
30,000 | $154,800 |
All Filings in CRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,603,414 | 35,768 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,517,405 | 29,557 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,514,737 | 32,142 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,843,278 | 33,094 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,916,963 | 32,700 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,691,106 | 32,386 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,867,693 | 38,488 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,166,546 | 40,797 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,082,433 | 39,216 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,489,798 | 34,829 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,867,818 | 33,700 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,867,955 | 33,869 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $8,415,753 | 39,836 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,987,603 | 39,982 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,217,681 | 39,352 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $7,030,899 | 48,880 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,498,922 | 45,437 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,837,264 | 55,752 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $13,497,860 | 53,114 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,840,615 | 54,718 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,562,677 | 14,585 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,024,444 | 14,275 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,295,546 | 23,797 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,359,143 | 13,366 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||