Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,192,961
-$1,479,027 QoQ
Shares Held
7,615
-46.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,144
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $23,367,772 across 21 Software - Application names. CRM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRSH |
Freshworks Inc.
|
589,577 | $5,966,518 | |
| 2 | ADP |
Automatic Data Processing Inc
|
17,713 | $3,966,821 | |
| 3 | NOW |
ServiceNow, Inc.
|
18,289 | $1,815,724 | |
| 4 | UBER |
Uber Technologies, Inc
|
19,492 | $1,406,537 | |
| 5 | SAP |
Sap SE
|
8,842 | $1,362,634 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
7,615 | $1,192,961 | |
| 7 | ADBE |
Adobe Inc.
|
5,793 | $1,187,674 | |
| 8 | WK |
Workiva Inc
|
23,260 | $1,128,342 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,192,961 | 7,615 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,671,988 | 14,314 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $6,039,147 | 22,797 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,092,893 | 21,489 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,760,072 | 17,456 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,847,917 | 18,065 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $6,101,515 | 18,250 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $5,025,308 | 18,360 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $4,439,084 | 17,266 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $5,882,944 | 19,533 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $5,294,371 | 20,120 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $4,395,455 | 21,676 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $4,678,560 | 22,146 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $4,048,937 | 20,267 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $2,465,374 | 18,594 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $2,828,033 | 19,661 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,074,361 | 18,628 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,293,080 | 15,510 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,984,751 | 7,810 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,236,758 | 4,560 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $1,113,135 | 4,557 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $893,875 | 4,219 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $844,053 | 3,793 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $946,718 | 3,767 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $720,842 | 3,848 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $439,569 | 3,053 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||