Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,148,631
-$248,033 QoQ
Shares Held
7,332
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,151
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Kentucky Trust Co holds $1,990,121 across 4 Software - Application names. CRM ranks #1 (57.7% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,631 | 7,332 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,396,664 | 7,482 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,956,360 | 7,385 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,746,690 | 7,370 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,000,181 | 7,335 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,963,053 | 7,315 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,477,385 | 7,410 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||