Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$42,454
-$8,133 QoQ
Shares Held
271
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,220
of 2,450 holders
Holding Since
Dec 2024
7 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, 2026Crews Bank & Trust holds $1,724,938 across 10 Software - Application names. CRM ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
3,187 | $653,398 | |
| 2 | PAYX |
Paychex Inc
|
5,974 | $587,423 | |
| 3 | ADP |
Automatic Data Processing Inc
|
714 | $159,900 | |
| 4 | SHOP |
Shopify Inc.
|
1,000 | $114,180 | |
| 5 | INTU |
Intuit Inc.
|
365 | $95,265 | |
| 6 | UBER |
Uber Technologies, Inc
|
700 | $50,512 | |
| 7 | CRM |
Salesforce, Inc.
This page
|
271 | $42,454 | |
| 8 | ADSK |
Autodesk, Inc.
|
62 | $12,054 |
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,454 | 271 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $50,587 | 271 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $71,790 | 271 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $64,227 | 271 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $73,898 | 271 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $72,725 | 271 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $90,603 | 271 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||