Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,452,864
-$421,116 QoQ
Shares Held
9,274
-7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,082
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026AFT, FORSYTH & COMPANY, INC. holds $4,705,881 across 5 Software - Application names. CRM ranks #2 (30.9% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,452,864 | 9,274 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,873,980 | 10,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,676,650 | 10,104 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,425,458 | 10,234 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,749,805 | 10,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,673,939 | 9,964 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,297,831 | 9,864 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,683,452 | 9,804 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,533,463 | 9,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,769,651 | 9,196 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,560,615 | 9,731 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,914,648 | 9,442 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,942,958 | 9,197 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,864,346 | 9,332 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,248,600 | 9,417 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,405,604 | 9,772 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,767,083 | 10,707 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,306,219 | 10,862 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,266,078 | 12,852 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,904,754 | 14,397 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,444,695 | 14,102 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,171,058 | 14,967 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,245,600 | 14,585 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,571,257 | 14,210 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,732,208 | 14,585 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,098,508 | 14,575 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||