Position in CRM
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$601,713
-$118,459 QoQ
Shares Held
3,810
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,481
of 2,457 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Adelphi Trust Co holds $954,141 across 2 Software - Application names. CRM ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
3,810 | $601,713 | |
| 2 | ADBE |
Adobe Inc.
|
1,719 | $352,428 |
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,713 | 3,810 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $720,172 | 3,858 | Shares | Other | 2026-04-01 | |
| 2025-12-31 | $1,498,595 | 5,657 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||