Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$608,623
-$1,656,803 QoQ
Shares Held
3,885
-68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,471
of 2,450 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026WRIGHT INVESTORS SERVICE INC holds $2,099,462 across 3 Software - Application names. CRM ranks #2 (29.0% of the industry book) .
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,623 | 3,885 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,265,426 | 12,136 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,638,733 | 6,186 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,454,943 | 6,139 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,170,112 | 4,291 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,969,044 | 14,790 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,453,293 | 10,329 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,201,311 | 11,696 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,918,855 | 11,353 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,871,532 | 6,214 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $257,530 | 1,270 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $927,430 | 4,390 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $933,771 | 4,674 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||