Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$826,694
+$90,842 QoQ
Shares Held
5,277
+33.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,309
of 2,450 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 20261ST SOURCE BANK holds $8,830,742 across 5 Software - Application names. CRM ranks #3 (9.4% of the industry book) .
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,694 | 5,277 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $735,852 | 3,942 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,570,651 | 5,929 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $1,479,117 | 6,241 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,767,031 | 6,480 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,566,953 | 5,839 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,828,450 | 5,469 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,510,604 | 5,519 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $1,431,789 | 5,569 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,226,705 | 4,073 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,078,347 | 4,098 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $837,684 | 4,131 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $909,263 | 4,304 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $884,625 | 4,428 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $615,615 | 4,643 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $707,836 | 4,921 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $862,994 | 5,229 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,140,370 | 5,371 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,368,744 | 5,386 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,511,780 | 5,574 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,317,103 | 5,392 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,061,044 | 5,008 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $978,686 | 4,398 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,099,022 | 4,373 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $814,510 | 4,348 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $616,089 | 4,279 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||