Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$578,702
-$102,270 QoQ
Shares Held
3,694
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,498
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, 2026Community Bank & Trust, Waco, Texas holds $5,945,224 across 5 Software - Application names. CRM ranks #3 (9.7% 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 | $578,702 | 3,694 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $680,972 | 3,648 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $992,882 | 3,748 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $897,519 | 3,787 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,083,397 | 3,973 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,066,194 | 3,973 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,330,967 | 3,981 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,089,365 | 3,980 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,024,029 | 3,983 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,190,564 | 3,953 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,029,403 | 3,912 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $670 | 4,659 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $812,083 | 3,844 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $761,761 | 3,813 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $512,592 | 3,866 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $670,150 | 4,659 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $828,335 | 5,019 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,167,972 | 5,501 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,377,892 | 5,422 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,475,979 | 5,442 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,218,907 | 4,990 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $941,126 | 4,442 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $955,321 | 4,293 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,025,888 | 4,082 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $734,895 | 3,923 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $346,847 | 2,409 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||