Position in CRM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,555,788
-$339,657 QoQ
Shares Held
9,931
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,047
of 2,451 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 50%
Shared 23%
None 28%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026First County Bank /CT/ holds $3,024,057 across 3 Software - Application names. CRM ranks #1 (51.4% of the industry book) .
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,555,788 | 9,931 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $1,895,445 | 10,154 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $1,346,005 | 5,081 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $1,876,092 | 7,916 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $2,094,803 | 7,682 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $2,346,806 | 8,745 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $1,627,182 | 4,867 | Shares | Defined | 2025-01-07 | |
| 2024-09-30 | $1,649,374 | 6,026 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,615,101 | 6,282 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,014,592 | 6,689 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,853,557 | 7,044 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,413,983 | 6,973 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $1,371,709 | 6,493 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $1,231,443 | 6,164 | Shares | Defined | 2023-07-18 | |
| 2022-12-31 | $676,871 | 5,105 | Shares | Defined | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||