Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$74,726
-$15,435 QoQ
Shares Held
477
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,169
of 2,451 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mascoma Wealth Management LLC holds $531,224 across 12 Software - Application names. CRM ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,521 | $340,627 | |
| 2 | PAYX |
Paychex Inc
|
924 | $90,856 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
477 | $74,726 | |
| 4 | ADBE |
Adobe Inc.
|
38 | $7,790 | |
| 5 | DDOG |
Datadog, Inc.
|
16 | $4,165 | |
| 6 | ADSK |
Autodesk, Inc.
|
17 | $3,305 | |
| 7 | UBER |
Uber Technologies, Inc
|
40 | $2,886 | |
| 8 | ROP |
Roper Technologies Inc
|
6 | $2,030 |
All Filings in CRM
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,726 | 477 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $90,161 | 483 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $137,223 | 518 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $120,396 | 508 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $141,253 | 518 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $139,010 | 518 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $173,182 | 518 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $127,822 | 467 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $120,065 | 467 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $140,651 | 467 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $122,886 | 467 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $94,698 | 467 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $98,658 | 467 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $93,297 | 467 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $61,919 | 467 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $67,173 | 467 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $77,073 | 467 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $105,523 | 497 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $126,302 | 497 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $126,659 | 467 | Shares | Sole | 2021-10-06 | |
| 2021-03-31 | $98,943 | 467 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||