Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,071,084
-$26,535 QoQ
Shares Held
6,837
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#1,192
of 2,457 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, 2026Trust Co holds $4,197,055 across 14 Software - Application names. CRM ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
9,900 | $2,029,698 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
6,837 | $1,071,084 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,307 | $740,602 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
4,619 | $286,608 | |
| 5 | NOW |
ServiceNow, Inc.
|
339 | $33,655 | |
| 6 | ZM |
Zoom Communications, Inc.
|
148 | $12,773 | |
| 7 | DOCU |
Docusign, Inc.
|
250 | $11,105 | |
| 8 | MSTR |
Strategy Inc
|
50 | $4,346 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,071,084 | 6,837 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,097,619 | 5,880 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,518,464 | 5,732 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,262,025 | 5,325 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $10,362 | 38 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $26,299 | 98 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $20,059 | 60 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $16,422 | 60 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $15,426 | 60 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $18,070 | 60 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $15,788 | 60 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $12,166 | 60 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $12,675 | 60 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,986 | 60 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $7,955 | 60 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $8,630 | 60 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $28,221 | 171 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $36,306 | 171 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $43,456 | 171 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $46,378 | 171 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $41,770 | 171 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $36,229 | 171 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $38,052 | 171 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $57,049 | 227 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $47,394 | 253 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $104,097 | 723 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||