Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,726,079
-$1,215,093 QoQ
Shares Held
11,018
-30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#222
of 743 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Diversified Trust Co holds $41,600,601 across 36 Software - Application names. CRM ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
54,761 | $5,436,672 | |
| 2 | SNOW |
Snowflake Inc.
|
19,806 | $5,040,627 | |
| 3 | INTU |
Intuit Inc.
|
12,077 | $3,152,097 | |
| 4 | ADP |
Automatic Data Processing Inc
|
13,683 | $3,064,307 | |
| 5 | ADBE |
Adobe Inc.
|
11,445 | $2,346,453 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
11,018 | $1,726,079 | |
| 7 | CVLT |
Commvault Systems Inc
|
11,246 | $1,593,895 | |
| 8 | DDOG |
Datadog, Inc.
|
5,605 | $1,459,317 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,726,079 | 11,018 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,941,172 | 15,756 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,475,654 | 16,895 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $4,630,980 | 19,540 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $7,576,963 | 27,786 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,731,095 | 21,356 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,315,512 | 15,899 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,337,345 | 12,193 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $3,540,009 | 13,769 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,064,506 | 10,175 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,913,222 | 11,071 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,696,365 | 13,297 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $2,481,037 | 11,744 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,568,171 | 12,855 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,713,327 | 12,922 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,556,348 | 10,820 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,613,761 | 9,778 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,929,351 | 9,087 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $2,802,291 | 11,027 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $3,034,138 | 11,187 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $2,648,131 | 10,841 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,179,930 | 10,289 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,267,580 | 10,190 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,209,605 | 8,792 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,050,359 | 5,607 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $4,359,858 | 30,281 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||