Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$12,759,330
+$3,727,303 QoQ
Shares Held
81,446
+68.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.28%
of 13F equity value
Holder Rank
#416
of 2,451 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Kessler Investment Group, LLC holds $23,406,682 across 4 Software - Application names. CRM ranks #1 (54.5% of the industry book) .
All Filings in CRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,759,330 | 81,446 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,032,027 | 48,385 | Shares | Sole | 2026-04-10 | |
| 2025-06-30 | $109,076 | 400 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $107,344 | 400 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $161,815 | 484 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $136,855 | 500 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $128,550 | 500 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $150,590 | 500 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $131,570 | 500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $112,340 | 554 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $117,038 | 554 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $110,678 | 554 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $73,454 | 554 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $79,687 | 554 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $91,432 | 554 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $117,625 | 554 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $140,788 | 554 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $135,610 | 500 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $61,067 | 250 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $52,967 | 250 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $55,632 | 250 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $62,830 | 250 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $46,832 | 250 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $35,995 | 250 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||