Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,099,439
-$224,237 QoQ
Shares Held
7,018
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,171
of 2,451 holders
Holding Since
Mar 2020
20 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, 2026OKABENA INVESTMENT SERVICES INC holds $2,971,222 across 3 Software - Application names. CRM ranks #2 (37.0% of the industry book) .
All Filings in CRM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099,439 | 7,018 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,323,676 | 7,091 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,750,790 | 6,609 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,609,467 | 6,791 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,383,356 | 5,073 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,638,337 | 6,105 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,678,986 | 8,013 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,921,170 | 7,019 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,813,326 | 7,053 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,576,896 | 8,556 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,129,855 | 8,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $982,671 | 4,846 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,088,834 | 5,154 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $368,230 | 2,560 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $230,065 | 1,394 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $295,974 | 1,394 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $354,257 | 1,394 | Shares | Sole | 2022-03-25 | |
| 2021-09-30 | $378,080 | 1,394 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $340,512 | 1,394 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $670,946 | 4,660 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||