Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$598,284
-$143,355 QoQ
Shares Held
3,819
-3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,486
of 2,457 holders
Holding Since
Mar 2020
26 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, 2026Strategic Advisors LLC holds $2,431,988 across 3 Software - Application names. CRM ranks #2 (24.6% 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 | $598,284 | 3,819 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $741,639 | 3,973 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,784,204 | 10,510 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,422,377 | 10,221 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,690,904 | 9,868 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,755,788 | 10,269 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $8,535,444 | 25,530 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,927,052 | 25,308 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,507,201 | 25,310 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $8,263,475 | 27,437 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $7,350,289 | 27,933 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,663,848 | 27,931 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,761,693 | 27,273 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,469,377 | 27,377 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,697,537 | 27,887 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,104,905 | 28,538 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,850,525 | 29,390 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,393,379 | 30,112 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,064,305 | 27,798 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,996,402 | 22,109 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,608,844 | 14,774 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,917,026 | 13,768 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,944,516 | 13,232 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,646,399 | 10,530 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,806,797 | 9,645 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,376,448 | 9,560 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||