Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$879,019
-$123,585 QoQ
Shares Held
5,611
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,282
of 2,450 holders
Holding Since
Jun 2023
12 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, 2026Towne Trust Company, N.A holds $2,019,929 across 4 Software - Application names. CRM ranks #2 (43.5% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,019 | 5,611 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,002,604 | 5,371 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,458,859 | 5,507 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,225,764 | 5,172 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,124,028 | 4,122 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $974,683 | 3,632 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,261,092 | 3,772 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,018,748 | 3,722 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $926,074 | 3,602 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $648,440 | 2,153 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $152,094 | 578 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $22,604 | 107 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||