Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,299,376
-$2,094,444 QoQ
Shares Held
27,444
-19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#685
of 2,447 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fiduciary Trust Co holds $60,301,217 across 25 Software - Application names. CRM ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
90,262 | $20,214,174 | |
| 2 | NOW |
ServiceNow, Inc.
|
124,743 | $12,384,485 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
27,444 | $4,299,376 | |
| 4 | UBER |
Uber Technologies, Inc
|
57,670 | $4,161,466 | |
| 5 | ROP |
Roper Technologies Inc
|
9,145 | $3,094,575 | |
| 6 | INTU |
Intuit Inc.
|
8,472 | $2,211,192 | |
| 7 | ADBE |
Adobe Inc.
|
10,364 | $2,124,826 | |
| 8 | PAYX |
Paychex Inc
|
20,719 | $2,037,298 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,299,376 | 27,444 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,393,820 | 34,252 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,452,853 | 43,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,085,912 | 46,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,121,614 | 44,452 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,288,203 | 45,790 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,124,420 | 45,238 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,924,175 | 43,565 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,410,749 | 40,493 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,526,376 | 41,591 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,591,121 | 40,249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,853,668 | 38,730 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,076,046 | 38,228 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,014,874 | 35,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,269,000 | 32,197 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,595,543 | 31,949 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,022,496 | 30,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,905,283 | 32,523 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,349,948 | 32,857 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,638,085 | 31,849 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,960,472 | 28,495 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,245,450 | 20,038 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $3,888,933 | 17,476 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $3,811,267 | 15,165 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,583,467 | 13,791 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,639,931 | 11,390 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||