Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$359,534
-$481,414 QoQ
Shares Held
2,295
-49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,722
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Bell Bank holds $2,927,997 across 2 Software - Application names. CRM ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
35,594 | $2,568,463 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
2,295 | $359,534 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,534 | 2,295 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $840,948 | 4,505 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,438,726 | 5,431 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,365,831 | 5,763 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,537,153 | 5,637 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,130,777 | 7,940 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $2,874,234 | 8,597 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $2,370,601 | 8,661 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $2,182,264 | 8,488 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,319,086 | 7,700 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,148,274 | 8,164 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,753,033 | 8,645 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,843,666 | 8,727 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,816,799 | 9,094 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,264,510 | 9,537 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,440,557 | 10,015 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,744,637 | 10,571 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,933,173 | 9,105 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,172,557 | 8,549 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $2,179,523 | 8,036 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,876,237 | 7,681 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,609,576 | 7,597 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,664,969 | 7,482 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,848,458 | 7,355 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,333,602 | 7,119 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,036,943 | 7,202 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||