Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,214,467
-$630,739 QoQ
Shares Held
26,902
+3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#693
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, 2026PLIMOTH TRUST CO LLC holds $5,515,610 across 4 Software - Application names. CRM ranks #1 (76.4% of the industry book) .
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,214,467 | 26,902 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,845,206 | 25,956 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $6,161,540 | 23,259 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,966,572 | 20,956 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,144,296 | 18,865 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,910,182 | 18,297 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,607,009 | 22,753 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,299,161 | 23,014 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,872,678 | 22,842 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,669,028 | 22,143 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $5,696,191 | 21,647 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,396,269 | 21,680 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,844,190 | 22,930 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $4,646,882 | 23,260 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,335,300 | 25,155 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,404,116 | 23,666 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,777,930 | 22,891 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,413,919 | 20,789 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $4,847,275 | 19,074 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $4,474,586 | 16,498 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $4,016,042 | 16,441 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,257,289 | 15,374 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,058,673 | 13,745 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,926,620 | 11,645 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,644,756 | 8,780 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $710,541 | 4,935 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||