Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$30,595,384
-$5,203,255 QoQ
Shares Held
195,298
+1.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#266
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $77,671,780 across 10 Software - Application names. CRM ranks #1 (39.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
195,298 | $30,595,384 | |
| 2 | ADBE |
Adobe Inc.
|
60,044 | $12,310,220 | |
| 3 | DDOG |
Datadog, Inc.
|
40,360 | $10,508,129 | |
| 4 | NOW |
ServiceNow, Inc.
|
94,700 | $9,401,816 | |
| 5 | SHOP |
Shopify Inc.
|
62,515 | $7,137,962 | |
| 6 | PAYX |
Paychex Inc
|
33,004 | $3,245,283 | |
| 7 | ADP |
Automatic Data Processing Inc
|
11,125 | $2,491,443 | |
| 8 | INTU |
Intuit Inc.
|
3,562 | $929,682 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,595,384 | 195,298 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $35,798,639 | 191,775 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $49,211,535 | 185,767 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,335,827 | 187,071 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $49,858,094 | 182,838 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||