Position in CRM
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,520,541
-$199,809 QoQ
Shares Held
9,706
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,057
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, 2026Boltwood Capital Management holds $2,929,272 across 4 Software - Application names. CRM ranks #1 (51.9% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,541 | 9,706 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,720,350 | 9,216 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,424,191 | 9,151 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $2,188,932 | 9,236 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,522,655 | 9,251 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,486,355 | 9,265 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,158,749 | 9,448 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $2,636,648 | 9,633 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $2,538,348 | 9,873 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $3,024,449 | 10,042 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $2,723,235 | 10,349 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $2,103,031 | 10,371 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,224,779 | 10,531 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $2,102,884 | 10,526 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,401,608 | 10,571 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,541,677 | 10,718 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,751,404 | 10,612 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $2,316,835 | 10,912 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,834,566 | 11,154 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,006,473 | 11,085 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,715,793 | 11,118 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,385,868 | 11,261 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $2,512,141 | 11,289 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $2,981,660 | 11,864 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $2,356,424 | 12,579 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $1,858,637 | 12,909 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||