Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$591,861
-$141,378 QoQ
Shares Held
3,778
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,487
of 2,451 holders
Holding Since
Sep 2021
19 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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $6,480,648 across 8 Software - Application names. CRM ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
10,150 | $2,273,092 | |
| 2 | ADBE |
Adobe Inc.
|
6,634 | $1,360,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
9,893 | $713,878 | |
| 4 | PAYX |
Paychex Inc
|
6,038 | $593,716 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
3,778 | $591,861 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,260 | $472,903 | |
| 7 | DDOG |
Datadog, Inc.
|
1,024 | $266,608 | |
| 8 | NOW |
ServiceNow, Inc.
|
2,100 | $208,488 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $591,861 | 3,778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $733,239 | 3,928 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,027,320 | 3,878 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $937,572 | 3,956 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $901,513 | 3,306 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $871,096 | 3,246 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $860,565 | 2,574 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $654,166 | 2,390 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $611,898 | 2,380 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $659,885 | 2,191 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $577,329 | 2,194 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $424,621 | 2,094 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $442,378 | 2,094 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $349,215 | 1,748 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $229,778 | 1,733 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $286,529 | 1,992 | Shares | Sole | 2022-11-07 | |
| 2022-03-31 | $215,080 | 1,013 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $261,245 | 1,028 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $270,677 | 998 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||