Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,823,443
-$815,865 QoQ
Shares Held
24,406
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#728
of 2,451 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 84%
Shared 10%
None 6%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SPINNAKER TRUST holds $15,812,579 across 7 Software - Application names. CRM ranks #3 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
89,489 | $6,457,525 | |
| 2 | ADP |
Automatic Data Processing Inc
|
19,463 | $4,358,738 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
24,406 | $3,823,443 | |
| 4 | PAYX |
Paychex Inc
|
4,159 | $408,954 | |
| 5 | ROP |
Roper Technologies Inc
|
906 | $306,581 | |
| 6 | INTU |
Intuit Inc.
|
942 | $245,862 | |
| 7 | FICO |
Fair Isaac Corp
|
177 | $211,476 |
All Filings in CRM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,823,443 | 24,406 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,639,308 | 24,853 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $6,511,752 | 24,581 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,854,374 | 24,702 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $6,723,444 | 24,656 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $6,571,599 | 24,488 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $8,265,306 | 24,722 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $6,755,435 | 24,681 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $6,570,190 | 25,555 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $7,613,227 | 25,278 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $7,817,099 | 29,707 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $5,810,254 | 28,653 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $6,553,707 | 31,022 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $6,209,361 | 31,081 | Shares | Defined | 2023-04-13 | |
| 2022-12-31 | $3,197,672 | 24,117 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $285,522 | 1,985 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $3,895,273 | 23,602 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $5,069,563 | 23,877 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,457,440 | 17,540 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,187,081 | 19,125 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $4,539,513 | 18,584 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,801,371 | 17,942 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,734,498 | 16,782 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||