Position in CRM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,003,724
-$420,697 QoQ
Shares Held
5,377
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Richard Bernstein Advisors LLC holds $3,448,705 across 3 Software - Application names. CRM ranks #2 (29.1% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,003,724 | 5,377 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,424,421 | 5,377 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,432,665 | 6,045 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,600,053 | 13,202 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,542,888 | 13,202 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,599,712 | 13,758 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,765,702 | 13,758 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||