Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$275,408
-$353,482 QoQ
Shares Held
1,758
-47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,891
of 2,451 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Montecito Bank & Trust holds $940,464 across 4 Software - Application names. CRM ranks #1 (29.3% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,408 | 1,758 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $628,890 | 3,369 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $964,802 | 3,642 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,128,357 | 4,761 | Shares | Sole | 2025-10-07 | |
| 2025-03-31 | $1,200,374 | 4,473 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,427,589 | 4,270 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,038,182 | 3,793 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $461,494 | 1,795 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $603,564 | 2,004 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $334,714 | 1,272 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $247,797 | 1,222 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||