Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,065,874
+$599,209 QoQ
Shares Held
13,187
+67.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#932
of 2,451 holders
Holding Since
Jun 2020
25 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, 2026AMG National Trust Bank holds $10,811,306 across 9 Software - Application names. CRM ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,625 | $2,603,418 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
13,187 | $2,065,874 | |
| 3 | ADBE |
Adobe Inc.
|
6,869 | $1,408,280 | |
| 4 | PAYX |
Paychex Inc
|
14,206 | $1,396,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,613 | $1,351,498 | |
| 6 | INTU |
Intuit Inc.
|
4,777 | $1,246,797 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,859 | $278,465 | |
| 8 | DT |
Dynatrace, Inc.
|
5,478 | $240,538 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,065,874 | 13,187 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,466,665 | 7,857 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,300,813 | 16,235 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,888,179 | 7,967 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,027,994 | 7,437 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,922,530 | 7,164 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,769,923 | 8,285 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,278,635 | 8,325 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,228,799 | 8,669 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,555,813 | 8,486 | Shares | Other | 2024-05-06 | |
| 2023-12-31 | $2,176,956 | 8,273 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,510,102 | 7,447 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,045,102 | 4,947 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $358,605 | 1,795 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $263,854 | 1,990 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $578,380 | 4,021 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $541,001 | 3,278 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $863,080 | 4,065 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,059,976 | 4,171 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,196,351 | 4,411 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,036,193 | 4,242 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $908,286 | 4,287 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $909,925 | 4,089 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $667,254 | 2,655 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $422,991 | 2,258 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||