Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,143,774
-$278,091 QoQ
Shares Held
7,301
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,154
of 2,451 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $15,298,523 across 10 Software - Application names. CRM ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSNC |
SS&C Technologies Holdings Inc
|
130,584 | $8,102,737 | |
| 2 | INTU |
Intuit Inc.
|
11,894 | $3,104,334 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
7,301 | $1,143,774 | |
| 4 | ADP |
Automatic Data Processing Inc
|
3,738 | $837,125 | |
| 5 | SHOP |
Shopify Inc.
|
4,480 | $511,526 | |
| 6 | NOW |
ServiceNow, Inc.
|
4,950 | $491,436 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
984 | $369,314 | |
| 8 | PAYX |
Paychex Inc
|
2,771 | $272,472 |
All Filings in CRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,143,774 | 7,301 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,421,865 | 7,617 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,060,205 | 7,777 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,916,856 | 8,088 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,975,911 | 7,246 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,049,196 | 7,636 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,475,044 | 7,403 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,744,353 | 6,373 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,669,726 | 10,384 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,201,844 | 10,631 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,900,065 | 11,021 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,264,849 | 11,169 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,747,120 | 8,270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,208,967 | 11,057 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,458,490 | 11,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,136,911 | 7,904 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,287,972 | 7,804 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,708,751 | 8,048 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||