Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,857,713
-$654,838 QoQ
Shares Held
31,008
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#656
of 2,447 holders
Holding Since
Mar 2020
26 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, 2026First Nebraska Trust Co holds $20,273,681 across 5 Software - Application names. CRM ranks #2 (24.0% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,857,713 | 31,008 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,512,551 | 29,531 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $7,326,350 | 27,656 | Shares | Sole | 2026-06-02 | |
| 2025-09-30 | $6,638,607 | 28,011 | Shares | Sole | 2026-06-09 | |
| 2025-06-30 | $7,625,503 | 27,964 | Shares | Sole | 2026-06-10 | |
| 2025-03-31 | $6,872,431 | 25,609 | Shares | Sole | 2026-06-10 | |
| 2024-12-31 | $8,600,304 | 25,724 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $6,973,857 | 25,479 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $6,596,928 | 25,659 | Shares | Sole | 2026-06-15 | |
| 2024-03-31 | $7,759,601 | 25,764 | Shares | Sole | 2026-06-16 | |
| 2023-12-31 | $6,809,800 | 25,879 | Shares | Sole | 2026-06-16 | |
| 2023-09-30 | $4,926,945 | 24,297 | Shares | Sole | 2026-06-16 | |
| 2023-06-30 | $4,972,426 | 23,537 | Shares | Sole | 2026-06-17 | |
| 2023-03-31 | $4,705,618 | 23,554 | Shares | Sole | 2026-06-17 | |
| 2022-12-31 | $3,132,306 | 23,624 | Shares | Sole | 2026-06-22 | |
| 2022-09-30 | $2,016,492 | 14,019 | Shares | Sole | 2026-06-22 | |
| 2022-06-30 | $1,275,759 | 7,730 | Shares | Sole | 2026-06-23 | |
| 2022-03-31 | $560,949 | 2,642 | Shares | Sole | 2026-06-23 | |
| 2021-12-31 | $671,411 | 2,642 | Shares | Sole | 2026-06-24 | |
| 2021-09-30 | $714,393 | 2,634 | Shares | Sole | 2026-06-25 | |
| 2021-06-30 | $641,697 | 2,627 | Shares | Sole | 2026-06-26 | |
| 2021-03-31 | $514,208 | 2,427 | Shares | Sole | 2026-06-26 | |
| 2020-12-31 | $529,621 | 2,380 | Shares | Sole | 2026-06-29 | |
| 2020-09-30 | $588,591 | 2,342 | Shares | Sole | 2026-06-29 | |
| 2020-06-30 | $438,726 | 2,342 | Shares | Sole | 2026-07-01 | |
| 2020-03-31 | $334,753 | 2,325 | Shares | Sole | 2026-07-01 | |
| No filing history on record for this holder in this stock. | ||||||