Position in CRM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,823,366
-$3,164,994 QoQ
Shares Held
25,839
-14.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Wilmington Savings Fund Society, FSB holds $43,554,839 across 38 Software - Application names. CRM ranks #3 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
29,020 | $12,547,666 | |
| 2 | ADP |
Automatic Data Processing Inc
|
25,892 | $5,260,736 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
25,839 | $4,823,366 | |
| 4 | PAYX |
Paychex Inc
|
48,916 | $4,506,141 | |
| 5 | DJCO |
Daily Journal Corp
|
6,400 | $3,086,976 | |
| 6 | SSNC |
SS&C Technologies Holdings Inc
|
35,944 | $2,428,735 | |
| 7 | PTC |
Ptc Inc.
|
15,326 | $2,183,801 | |
| 8 | NOW |
ServiceNow, Inc.
|
12,228 | $1,278,437 |
All Filings in CRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,823,366 | 25,839 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $7,988,360 | 30,155 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $7,307,184 | 30,832 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $10,364,128 | 38,007 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $10,816,517 | 40,306 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $15,727,551 | 47,042 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $11,991,782 | 43,812 | Shares | Defined | 2024-11-25 | |
| 2024-06-30 | $10,487,365 | 40,791 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $12,369,161 | 41,069 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $8,412,530 | 41,486 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,736,445 | 41,354 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,449,894 | 42,296 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,479,148 | 41,324 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,089,322 | 42,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,747,164 | 40,882 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,400,543 | 20,726 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,265,820 | 4,981 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,359,896 | 5,014 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $1,228,433 | 5,029 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,070,790 | 5,054 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,140,021 | 5,123 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,328,226 | 5,285 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $963,811 | 5,145 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $766,693 | 5,325 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||