Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$391,336
-$88,405 QoQ
Shares Held
2,498
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,689
of 2,451 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Apriem Advisors holds $7,152,417 across 3 Software - Application names. CRM ranks #3 (5.5% of the industry book) .
All Filings in CRM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,336 | 2,498 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $479,741 | 2,570 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $520,548 | 1,965 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $446,745 | 1,885 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $568,558 | 2,085 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,069 | 1,025 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $298,891 | 894 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $230,618 | 897 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $242,449 | 805 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $238,141 | 905 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $201,753 | 955 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $230,745 | 1,155 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $230,863 | 1,605 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,267 | 1,680 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $307,864 | 1,450 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $279,543 | 1,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $298,342 | 1,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $207,629 | 850 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||