Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,493,556
-$359,134 QoQ
Shares Held
15,917
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#864
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026MORTON COMMUNITY BANK holds $6,106,988 across 2 Software - Application names. CRM ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,135 | $3,613,432 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
15,917 | $2,493,556 |
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,556 | 15,917 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,852,690 | 15,282 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,948,482 | 14,905 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,240,975 | 13,675 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $2,998,771 | 10,997 | Shares | Other | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||