Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,462,067
-$623,027 QoQ
Shares Held
15,716
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#867
of 2,443 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026NBT BANK N A /NY holds $14,678,587 across 17 Software - Application names. CRM ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
34,173 | $7,653,043 | |
| 2 | UBER |
Uber Technologies, Inc
|
35,007 | $2,526,105 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
15,716 | $2,462,067 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,190 | $614,543 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,093 | $410,224 | |
| 6 | INTU |
Intuit Inc.
|
1,224 | $319,464 | |
| 7 | PAYX |
Paychex Inc
|
2,575 | $253,199 | |
| 8 | ADBE |
Adobe Inc.
|
1,123 | $230,236 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,462,067 | 15,716 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,085,094 | 16,527 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,908,746 | 14,995 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,402,609 | 14,569 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,925,916 | 14,397 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,854,185 | 14,362 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,670,923 | 13,971 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,921,989 | 14,329 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,746,203 | 14,571 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,246,034 | 14,098 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,717,640 | 14,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,753,143 | 13,577 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,063,058 | 14,499 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,894,212 | 14,487 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,956,365 | 14,755 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,226,355 | 15,478 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,521,150 | 15,276 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $3,212,188 | 15,129 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,782,216 | 14,883 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,086,742 | 15,068 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $3,696,537 | 15,133 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $3,226,356 | 15,228 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $2,748,022 | 12,349 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,908,023 | 11,571 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,120,949 | 11,322 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,567,509 | 10,887 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||