Position in CVLT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$27,637
+$11,203 QoQ
Shares Held
195
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#341
of 427 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVLT Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Blue Trust, Inc. holds $12,899,946 across 69 Software - Application names. CVLT ranks #45 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
10,232 | $1,602,945 | |
| 2 | DDOG |
Datadog, Inc.
|
4,096 | $1,066,434 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,780 | $846,530 | |
| 4 | ADBE |
Adobe Inc.
|
3,884 | $796,297 | |
| 5 | SNOW |
Snowflake Inc.
|
2,501 | $636,504 | |
| 6 | NOW |
ServiceNow, Inc.
|
5,910 | $586,744 | |
| 7 | SHOP |
Shopify Inc.
|
4,975 | $568,044 | |
| 8 | SAP |
Sap SE
|
3,427 | $528,134 |
All Filings in CVLT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,637 | 195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,434 | 211 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $85,369 | 681 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $211,244 | 1,119 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $260,622 | 1,495 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $202,563 | 1,284 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $113,181 | 750 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $307 | 2 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1 | 17 | Shares | Defined | 2024-01-18 | |
| 2023-03-31 | $2 | 25 | Shares | Other | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||