Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,300,942
-$8,944,044 QoQ
Shares Held
78,520
-2.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#431
of 2,457 holders
Holding Since
Mar 2020
25 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 VERMONT holds $44,342,031 across 22 Software - Application names. CRM ranks #2 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
55,162 | $12,353,529 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
78,520 | $12,300,942 | |
| 3 | INTU |
Intuit Inc.
|
27,630 | $7,211,430 | |
| 4 | UBER |
Uber Technologies, Inc
|
53,996 | $3,896,351 | |
| 5 | PAYX |
Paychex Inc
|
26,937 | $2,648,714 | |
| 6 | ADSK |
Autodesk, Inc.
|
12,720 | $2,473,022 | |
| 7 | ADBE |
Adobe Inc.
|
9,162 | $1,878,393 | |
| 8 | NOW |
ServiceNow, Inc.
|
5,973 | $592,999 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,300,942 | 78,520 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $21,244,986 | 80,197 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $17,147,424 | 72,352 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $15,050,851 | 55,194 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,520,335 | 46,655 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,713,194 | 44,008 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,284,652 | 37,575 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $9,544,322 | 37,123 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $10,853,321 | 36,036 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,496,722 | 36,090 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $7,282,843 | 35,915 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $7,507,335 | 35,536 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $6,662,662 | 33,350 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,590,795 | 34,624 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,494,256 | 38,197 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,976,097 | 36,210 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $7,796,602 | 36,721 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $8,764,689 | 34,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $9,210,902 | 33,961 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $7,991,780 | 32,717 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $6,594,029 | 31,123 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $6,786,942 | 30,499 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $6,904,262 | 27,472 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,067,838 | 27,053 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $5,023,605 | 34,891 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||