Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$516,351
-$162,194 QoQ
Shares Held
3,296
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,553
of 2,451 holders
Holding Since
Dec 2024
6 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, 2026Retirement Planning Group, LLC holds $1,270,726 across 3 Software - Application names. CRM ranks #1 (40.6% of the industry book) .
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,351 | 3,296 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $678,545 | 3,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $827,313 | 3,123 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $731,619 | 3,087 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $233,741 | 871 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $201,266 | 602 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||