Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,496,729
-$1,002,408 QoQ
Shares Held
9,554
-28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,062
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, 2026NIXON PEABODY TRUST CO holds $17,300,332 across 5 Software - Application names. CRM ranks #3 (8.7% 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 | $1,496,729 | 9,554 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,499,137 | 13,388 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $16,491,707 | 62,254 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,101,403 | 63,719 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,421,891 | 63,889 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,244,545 | 64,259 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $26,196,092 | 78,354 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,432,587 | 78,304 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,985,925 | 77,736 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $24,116,687 | 80,074 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,338,616 | 77,292 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,437,010 | 12,018 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,578,428 | 12,205 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,116,368 | 15,599 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,146,897 | 16,192 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,134,297 | 14,838 | Shares | Sole | 2023-03-15 | |
| 2022-06-30 | $4,349,299 | 26,353 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,020,121 | 28,354 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,074,216 | 27,837 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,733,566 | 28,514 | Shares | Other | 2021-11-04 | |
| 2021-06-30 | $6,915,039 | 28,309 | Shares | Other | 2021-07-30 | |
| 2021-03-31 | $5,998,674 | 28,313 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $6,280,018 | 28,221 | Shares | Other | 2021-02-10 | |
| 2020-09-30 | $8,045,003 | 32,011 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $6,032,587 | 32,203 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $4,535,225 | 31,499 | Shares | Other | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||