Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$715,779
-$960,144 QoQ
Shares Held
4,569
-49.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,376
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Rossmore Private Capital holds $15,106,134 across 8 Software - Application names. CRM ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
48,783 | $10,924,952 | |
| 2 | ADBE |
Adobe Inc.
|
7,640 | $1,566,352 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,569 | $715,779 | |
| 4 | PAYX |
Paychex Inc
|
6,128 | $602,566 | |
| 5 | NOW |
ServiceNow, Inc.
|
4,815 | $478,033 | |
| 6 | ADSK |
Autodesk, Inc.
|
1,730 | $336,346 | |
| 7 | ROP |
Roper Technologies Inc
|
750 | $253,792 | |
| 8 | UBER |
Uber Technologies, Inc
|
3,164 | $228,314 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,779 | 4,569 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,675,923 | 8,978 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,430,019 | 9,173 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,543,818 | 6,514 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,776,302 | 6,514 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,827,263 | 6,809 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,112,965 | 6,320 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,729,847 | 6,320 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,624,872 | 6,320 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,892,313 | 6,283 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,646,466 | 6,257 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,268,794 | 6,257 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,324,388 | 6,269 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,253,619 | 6,275 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $846,984 | 6,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $915,253 | 6,363 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,043,547 | 6,323 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,355,026 | 6,382 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,426,177 | 5,612 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,506,084 | 5,553 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,334,447 | 5,463 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,093,884 | 5,163 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,186,752 | 5,333 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,374,971 | 5,471 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $665,770 | 3,554 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $293,863 | 2,041 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||