Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$589,041
-$93,237 QoQ
Shares Held
3,760
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,493
of 2,457 holders
Holding Since
Sep 2024
8 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, 2026Kennebec Savings Bank holds $1,786,825 across 4 Software - Application names. CRM ranks #2 (33.0% of the industry book) .
All Filings in CRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,041 | 3,760 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $682,278 | 3,655 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $895,130 | 3,379 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $831,633 | 3,509 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $923,873 | 3,388 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $858,215 | 3,198 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,023,718 | 3,062 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $865,197 | 3,161 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||