Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$73,159
-$68,149 QoQ
Shares Held
467
-38.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#757
of 889 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, 2026FIRST UNITED BANK & TRUST holds $849,580 across 9 Software - Application names. CRM ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
3,305 | $377,364 | |
| 2 | ADP |
Automatic Data Processing Inc
|
950 | $212,752 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
467 | $73,159 | |
| 4 | NOW |
ServiceNow, Inc.
|
715 | $70,985 | |
| 5 | ROP |
Roper Technologies Inc
|
188 | $63,617 | |
| 6 | SNOW |
Snowflake Inc.
|
115 | $29,267 | |
| 7 | ADBE |
Adobe Inc.
|
46 | $9,430 | |
| 8 | INTU |
Intuit Inc.
|
25 | $6,525 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,159 | 467 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $141,308 | 757 | Shares | Defined | 2026-04-21 | |
| 2025-12-31 | $936,721 | 3,536 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $1,114,137 | 4,701 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,268,008 | 4,650 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,200,910 | 4,475 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,517,523 | 4,539 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $1,221,840 | 4,464 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $1,176,746 | 4,577 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,364,947 | 4,532 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,189,918 | 4,522 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $848,025 | 4,182 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $863,419 | 4,087 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $824,492 | 4,127 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $575,705 | 4,342 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $695,178 | 4,833 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $821,569 | 4,978 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,106,611 | 5,212 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,393,140 | 5,482 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,480,047 | 5,457 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,291,455 | 5,287 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,192,616 | 5,629 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,103,526 | 4,959 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,226,944 | 4,882 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $916,418 | 4,892 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $711,549 | 4,942 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||