Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$91,645
-$90,917 QoQ
Shares Held
585
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,151
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Washington Trust Advisors, Inc. holds $36,972,140 across 19 Software - Application names. CRM ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
275,959 | $19,913,201 | |
| 2 | SNOW |
Snowflake Inc.
|
55,518 | $14,129,331 | |
| 3 | ADP |
Automatic Data Processing Inc
|
10,585 | $2,370,509 | |
| 4 | SHOP |
Shopify Inc.
|
1,234 | $140,898 | |
| 5 | PAYX |
Paychex Inc
|
1,047 | $102,950 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
585 | $91,645 | |
| 7 | ADSK |
Autodesk, Inc.
|
364 | $70,768 | |
| 8 | INTU |
Intuit Inc.
|
163 | $42,543 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,645 | 585 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $182,562 | 978 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $308,620 | 1,165 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $227,046 | 958 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $241,329 | 885 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $257,625 | 960 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $282,174 | 844 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $255,097 | 932 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $376,394 | 1,464 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $529,775 | 1,759 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $509,965 | 1,938 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $514,452 | 2,537 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $526,459 | 2,492 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $481,669 | 2,411 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $305,885 | 2,307 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $473,233 | 3,290 | Shares | Other | 2022-10-14 | |
| 2022-06-30 | $476,305 | 2,886 | Shares | Other | 2022-07-25 | |
| 2022-03-31 | $740,147 | 3,486 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $741,042 | 2,916 | Shares | Other | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||