Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,037,245
-$261,231 QoQ
Shares Held
6,621
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,218
of 2,457 holders
Holding Since
Dec 2020
23 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, 2026Argent Advisors, Inc. holds $2,609,766 across 3 Software - Application names. CRM ranks #1 (39.7% of the industry book) .
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,245 | 6,621 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,298,476 | 6,956 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,546,809 | 5,839 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,403,751 | 5,923 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,479,615 | 5,426 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,360,316 | 5,069 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,596,091 | 4,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,311,344 | 4,791 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,227,395 | 4,774 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,505,900 | 5,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,334,119 | 5,070 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,037,828 | 5,118 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,098,763 | 5,201 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $989,310 | 4,952 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $649,425 | 4,898 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $771,270 | 5,362 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $847,315 | 5,134 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,006,821 | 4,742 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,039,645 | 4,091 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,130,173 | 4,167 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $863,005 | 3,533 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $628,406 | 2,966 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $597,715 | 2,686 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||