Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,094,740
-$9,226 QoQ
Shares Held
6,988
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,177
of 2,451 holders
Holding Since
Mar 2020
25 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, 2026CNB Bank holds $4,471,545 across 12 Software - Application names. CRM ranks #1 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
6,988 | $1,094,740 | |
| 2 | DDOG |
Datadog, Inc.
|
3,100 | $807,115 | |
| 3 | NOW |
ServiceNow, Inc.
|
7,370 | $731,692 | |
| 4 | ADBE |
Adobe Inc.
|
2,960 | $606,859 | |
| 5 | SHOP |
Shopify Inc.
|
4,727 | $539,728 | |
| 6 | INTU |
Intuit Inc.
|
1,213 | $316,593 | |
| 7 | ADP |
Automatic Data Processing Inc
|
988 | $221,262 | |
| 8 | ROP |
Roper Technologies Inc
|
270 | $91,365 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,740 | 6,988 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,103,966 | 5,914 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,516,609 | 5,725 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,304,448 | 5,504 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,281,915 | 4,701 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,290,274 | 4,808 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,571,685 | 4,701 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,204,324 | 4,400 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,014,516 | 3,946 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $450,264 | 1,495 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $397,604 | 1,511 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $316,336 | 1,560 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $327,030 | 1,548 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $270,701 | 1,355 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $180,057 | 1,358 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $194,903 | 1,355 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $285,782 | 1,346 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $347,395 | 1,367 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $383,233 | 1,413 | Shares | Other | 2021-11-02 | |
| 2021-06-30 | $377,885 | 1,547 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $327,339 | 1,545 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $350,707 | 1,576 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $393,064 | 1,564 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $421,679 | 2,251 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $356,494 | 2,476 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||