Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$459,013
-$86,250 QoQ
Shares Held
2,930
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,609
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026City State Bank holds $2,572,239 across 13 Software - Application names. CRM ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
4,081 | $913,939 | |
| 2 | SNOW |
Snowflake Inc.
|
1,824 | $464,208 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
2,930 | $459,013 | |
| 4 | NOW |
ServiceNow, Inc.
|
2,175 | $215,934 | |
| 5 | ADBE |
Adobe Inc.
|
1,031 | $211,375 | |
| 6 | PAYX |
Paychex Inc
|
1,449 | $142,480 | |
| 7 | UBER |
Uber Technologies, Inc
|
820 | $59,171 | |
| 8 | MSTR |
Strategy Inc
|
480 | $41,726 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,013 | 2,930 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $545,263 | 2,921 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $523,197 | 1,975 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $607,905 | 2,565 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $698,904 | 2,563 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $674,388 | 2,513 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $813,424 | 2,433 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $665,936 | 2,433 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $625,524 | 2,433 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $324,973 | 1,079 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $311,031 | 1,182 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $239,685 | 1,182 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $249,709 | 1,182 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $236,139 | 1,182 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $189,868 | 1,432 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $205,978 | 1,432 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $179,398 | 1,087 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $237,161 | 1,117 | Shares | Sole | 2022-06-01 | |
| 2021-12-31 | $169,504 | 667 | Shares | Sole | 2022-03-23 | |
| No filing history on record for this holder in this stock. | ||||||