Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$972,075
-$412,828 QoQ
Shares Held
6,205
-16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,240
of 2,451 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 National Trust Co holds $14,994,648 across 8 Software - Application names. CRM ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
28,829 | $6,456,253 | |
| 2 | UBER |
Uber Technologies, Inc
|
55,044 | $3,971,974 | |
| 3 | PAYX |
Paychex Inc
|
15,991 | $1,572,394 | |
| 4 | NOW |
ServiceNow, Inc.
|
10,293 | $1,021,889 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
6,205 | $972,075 | |
| 6 | DDOG |
Datadog, Inc.
|
2,215 | $576,697 | |
| 7 | INTU |
Intuit Inc.
|
824 | $215,064 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
555 | $208,302 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $972,075 | 6,205 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,384,903 | 7,419 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,684,667 | 17,684 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,834,940 | 24,620 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $7,268,551 | 26,655 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,247,061 | 27,005 | Shares | Other | 2025-05-08 | |
| 2024-12-31 | $9,017,882 | 26,973 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,520,865 | 31,131 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $7,922,535 | 30,815 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,611,858 | 31,914 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,400,743 | 31,925 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,372,877 | 36,359 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $7,643,597 | 36,181 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,233,234 | 36,206 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $4,985,781 | 37,603 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,404,211 | 37,571 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,075,286 | 36,811 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,935,459 | 37,375 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $9,304,969 | 36,615 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $11,701,515 | 43,144 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $10,227,095 | 41,868 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,553,403 | 40,371 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $8,499,755 | 38,196 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,012,083 | 35,859 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $6,208,490 | 33,142 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,473,170 | 31,068 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||