Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$14,654,445
-$6,753,617 QoQ
Shares Held
93,543
-18.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#384
of 2,451 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $59,763,472 across 13 Software - Application names. CRM ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
93,543 | $14,654,445 | |
| 2 | PAYX |
Paychex Inc
|
110,702 | $10,885,327 | |
| 3 | UBER |
Uber Technologies, Inc
|
137,089 | $9,892,342 | |
| 4 | SAP |
Sap SE
|
33,960 | $5,233,574 | |
| 5 | INTU |
Intuit Inc.
|
15,665 | $4,088,565 | |
| 6 | ADBE |
Adobe Inc.
|
15,388 | $3,154,847 | |
| 7 | ADP |
Automatic Data Processing Inc
|
13,937 | $3,121,190 | |
| 8 | NOW |
ServiceNow, Inc.
|
27,816 | $2,761,572 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,654,445 | 93,543 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,408,062 | 114,684 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,229,285 | 129,211 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $29,324,721 | 123,733 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $34,434,474 | 126,277 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $34,128,682 | 127,175 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $42,401,736 | 126,826 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $34,504,702 | 126,063 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $32,395,885 | 126,005 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $36,359,954 | 120,725 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $31,758,103 | 120,689 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||