Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$29,137,506
-$7,093,460 QoQ
Shares Held
185,992
-4.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#278
of 2,451 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, 2026MOGY JOEL R INVESTMENT COUNSEL INC holds $49,003,828 across 3 Software - Application names. CRM ranks #1 (59.5% 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 | $29,137,506 | 185,992 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $36,230,966 | 194,091 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $51,881,563 | 195,846 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $46,301,031 | 195,363 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $53,990,983 | 197,994 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $53,010,492 | 197,535 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $65,846,627 | 196,951 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $53,892,404 | 196,896 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $50,345,836 | 195,822 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $58,060,576 | 192,777 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $51,258,356 | 194,795 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $40,101,164 | 197,757 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $41,786,382 | 197,796 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $38,800,472 | 194,216 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $26,092,253 | 196,789 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $28,063,903 | 195,105 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,113,813 | 194,582 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $41,200,696 | 194,050 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $49,449,123 | 194,582 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $52,395,364 | 193,184 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $46,836,085 | 191,739 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $39,938,766 | 188,506 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $40,966,882 | 184,096 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $46,141,346 | 183,596 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,798,982 | 185,763 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $27,012,375 | 187,612 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||