Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$22,342,065
-$4,222,196 QoQ
Shares Held
142,615
+0.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#309
of 2,465 holders
Holding Since
Dec 2024
7 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, 2026Leith Wheeler Investment Counsel Ltd. holds $48,511,700 across 4 Software - Application names. CRM ranks #1 (46.1% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,342,065 | 142,615 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $26,564,261 | 142,306 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $37,071,770 | 139,941 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,393,634 | 136,682 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,989,488 | 142,981 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,133,252 | 104,834 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,505,386 | 73,297 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||