Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$876,356
-$114,675 QoQ
Shares Held
5,594
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,287
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026First Business Financial Services, Inc. holds $1,306,615 across 3 Software - Application names. CRM ranks #1 (67.1% of the industry book) .
All Filings in CRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,356 | 5,594 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $991,031 | 5,309 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,137,788 | 4,295 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $980,943 | 4,139 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,166,022 | 4,276 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||