Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$250,186
-$48,299 QoQ
Shares Held
1,597
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,937
of 2,451 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OF STOCKTON holds $1,231,821 across 2 Software - Application names. CRM ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
4,788 | $981,635 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,597 | $250,186 |
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,186 | 1,597 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $298,485 | 1,599 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $323,455 | 1,221 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $316,632 | 1,336 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $394,855 | 1,448 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $381,607 | 1,422 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $457,697 | 1,369 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $332,010 | 1,213 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $373,052 | 1,451 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $274,977 | 913 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||