Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,246,386
-$910,212 QoQ
Shares Held
7,956
-31.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,129
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Independence Bank of Kentucky holds $15,626,346 across 12 Software - Application names. CRM ranks #6 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
17,795 | $3,985,190 | |
| 2 | SNOW |
Snowflake Inc.
|
13,864 | $3,528,388 | |
| 3 | NOW |
ServiceNow, Inc.
|
30,632 | $3,041,144 | |
| 4 | PAYX |
Paychex Inc
|
17,786 | $1,748,897 | |
| 5 | UBER |
Uber Technologies, Inc
|
20,959 | $1,512,401 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
7,956 | $1,246,386 | |
| 7 | SAP |
Sap SE
|
1,350 | $208,048 | |
| 8 | SHOP |
Shopify Inc.
|
1,800 | $205,524 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,246,386 | 7,956 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,156,598 | 11,553 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,311,904 | 12,502 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,930,268 | 12,364 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,308,002 | 12,131 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,166,379 | 11,799 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $4,158,730 | 12,439 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,490,623 | 12,753 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,267,998 | 12,711 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,808,722 | 12,646 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,437,660 | 13,064 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,716,846 | 13,398 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,831,095 | 13,401 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $2,618,316 | 13,106 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $1,855,729 | 13,996 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $2,021,095 | 14,051 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $2,100,959 | 12,730 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $2,703,895 | 12,735 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $2,741,300 | 10,787 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,977,181 | 10,977 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,608,070 | 10,677 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,176,964 | 10,275 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,029,918 | 9,122 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $2,110,334 | 8,397 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $1,751,910 | 9,352 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,049,038 | 7,286 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||