Position in CRM
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$1,177,234
+$210,172 QoQ
Shares Held
5,128
-16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#44
of 122 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Sep 30, 2026Grove Bank & Trust holds $7,739,472 across 30 Software - Application names. CRM ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
19,420 | $2,879,986 | |
| 2 | UBER |
Uber Technologies, Inc
|
18,973 | $1,299,839 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
5,128 | $1,177,234 | |
| 4 | ADSK |
Autodesk, Inc.
|
2,154 | $450,186 | |
| 5 | ADBE |
Adobe Inc.
|
1,399 | $335,676 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
882 | $291,223 | |
| 7 | NOW |
ServiceNow, Inc.
|
1,913 | $256,361 | |
| 8 | ADP |
Automatic Data Processing Inc
|
925 | $238,705 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $1,177,234 | 5,128 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $967,062 | 6,173 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,187,967 | 6,364 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,561,114 | 5,893 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $857,466 | 3,618 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,046,584 | 3,838 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,039,089 | 3,872 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $878,619 | 2,628 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $791,843 | 2,893 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,423,543 | 13,316 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,896,666 | 12,938 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,224,254 | 12,253 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,384,692 | 11,760 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,209,568 | 10,459 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,403,353 | 12,030 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,608,449 | 12,131 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,530,169 | 10,638 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,737,541 | 10,528 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,368,217 | 11,154 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $2,834,566 | 11,154 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,840,215 | 10,472 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,451,005 | 10,034 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $2,135,013 | 10,077 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,989,640 | 8,941 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,167,132 | 8,623 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,514,750 | 8,086 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $979,207 | 6,801 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||