Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,526,220
-$3,692,229 QoQ
Shares Held
79,958
-8.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#424
of 2,457 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, 2026DAVIDSON INVESTMENT ADVISORS holds $40,736,165 across 3 Software - Application names. CRM ranks #2 (30.7% 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 | $12,526,220 | 79,958 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,218,449 | 86,883 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $22,548,874 | 85,119 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $20,663,793 | 87,189 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $22,822,789 | 83,695 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $22,861,051 | 85,188 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,795,861 | 83,139 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,442,304 | 81,993 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,136,329 | 78,321 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $30,417,674 | 100,995 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,481,883 | 100,638 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,074,611 | 98,997 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,625,736 | 97,632 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $19,581,236 | 98,014 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $11,288,845 | 85,141 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $12,134,054 | 84,358 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $13,371,210 | 81,018 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $14,184,674 | 66,808 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $16,651,105 | 65,522 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $17,824,307 | 65,719 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $15,487,206 | 63,402 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,533,619 | 63,877 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,590,574 | 61,073 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,724,331 | 50,630 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $9,568,816 | 51,080 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $7,591,201 | 52,724 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||