Position in CRM
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,505,894
-$1,899,322 QoQ
Shares Held
22,379
-22.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#756
of 2,451 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, 2026Glenview Trust Co holds $40,137,657 across 13 Software - Application names. CRM ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
33,386 | $11,297,488 | |
| 2 | NOW |
ServiceNow, Inc.
|
84,816 | $8,420,532 | |
| 3 | INTU |
Intuit Inc.
|
26,484 | $6,912,324 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
22,379 | $3,505,894 | |
| 5 | ADP |
Automatic Data Processing Inc
|
13,684 | $3,064,531 | |
| 6 | PAYX |
Paychex Inc
|
20,305 | $1,996,589 | |
| 7 | ADBE |
Adobe Inc.
|
5,923 | $1,214,333 | |
| 8 | PAYC |
Paycom Software, Inc.
|
9,442 | $1,186,670 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,505,894 | 22,379 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $5,405,216 | 28,956 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,828,194 | 97,498 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $28,209,162 | 119,026 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $34,588,271 | 126,841 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,627,933 | 91,772 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $18,334,991 | 54,841 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,135,068 | 47,989 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,761,058 | 37,966 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,403,196 | 4,659 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,183,076 | 4,496 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $877,834 | 4,329 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $797,295 | 3,774 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $692,237 | 3,465 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $437,280 | 3,298 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $446,766 | 3,106 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $510,138 | 3,091 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $682,395 | 3,214 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $755,020 | 2,971 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $789,792 | 2,912 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $711,314 | 2,912 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $645,356 | 3,046 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $677,158 | 3,043 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $704,449 | 2,803 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $486,870 | 2,599 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $388,602 | 2,699 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||