Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$415,618
-$107,058 QoQ
Shares Held
2,653
-5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,662
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, 2026Bank of Marin holds $1,186,845 across 3 Software - Application names. CRM ranks #2 (35.0% 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 | $415,618 | 2,653 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $522,676 | 2,800 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,196,333 | 4,516 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,086,882 | 4,586 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,213,470 | 4,450 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,178,905 | 4,393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,391,147 | 4,161 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,154,508 | 4,218 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,082,133 | 4,209 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,307,422 | 4,341 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,219,653 | 4,635 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $999,097 | 4,927 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,115,241 | 5,279 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,097,791 | 5,495 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $696,893 | 5,256 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,305,923 | 9,079 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,564,084 | 9,477 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $2,295,816 | 10,813 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,843,714 | 11,190 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,241,350 | 11,951 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,931,240 | 12,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,533,329 | 11,957 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,224,187 | 9,995 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,417,447 | 9,619 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,748,538 | 9,334 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,027,441 | 7,136 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||