Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,085,534
-$3,175,636 QoQ
Shares Held
102,678
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#364
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026GREENLEAF TRUST holds $58,109,507 across 20 Software - Application names. CRM ranks #1 (27.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
102,678 | $16,085,534 | |
| 2 | ROP |
Roper Technologies Inc
|
41,019 | $13,880,418 | |
| 3 | ADBE |
Adobe Inc.
|
45,094 | $9,245,171 | |
| 4 | ADP |
Automatic Data Processing Inc
|
18,170 | $4,069,171 | |
| 5 | NOW |
ServiceNow, Inc.
|
21,601 | $2,144,546 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
5,687 | $2,134,444 | |
| 7 | INTU |
Intuit Inc.
|
6,386 | $1,666,746 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
24,892 | $1,544,547 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,085,534 | 102,678 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $19,261,170 | 103,183 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $26,121,715 | 98,606 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $23,254,914 | 98,122 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $26,738,890 | 98,056 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $26,486,057 | 98,696 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $32,553,377 | 97,369 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $27,317,079 | 99,803 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $25,452,385 | 98,998 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $29,882,477 | 99,218 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $26,883,698 | 102,165 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $21,584,917 | 106,445 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $22,559,399 | 106,785 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $22,610,501 | 113,177 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $14,128,127 | 106,555 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $15,210,936 | 105,749 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $17,589,963 | 106,580 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,202,939 | 104,573 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $24,732,693 | 97,323 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,842,678 | 87,909 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $19,453,907 | 79,641 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,766,544 | 79,136 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $17,373,362 | 78,072 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $19,168,930 | 76,273 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $14,407,924 | 76,912 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $10,420,552 | 72,375 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||