Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$588,101
-$67,110 QoQ
Shares Held
3,754
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,491
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 1%
None 8%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BANK OZK holds $2,445,935 across 3 Software - Application names. CRM ranks #2 (24.0% 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 | $588,101 | 3,754 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $655,211 | 3,510 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,017,253 | 3,840 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $913,161 | 3,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,096,213 | 4,020 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,150,727 | 4,288 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,462,692 | 4,375 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,249,758 | 4,566 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,211,197 | 4,711 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,338,745 | 4,445 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,199,654 | 4,559 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $987,132 | 4,868 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,770,569 | 8,381 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,146,635 | 10,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,506,221 | 11,360 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,677,893 | 11,665 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,902,250 | 11,526 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,178,827 | 10,262 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,265,060 | 8,913 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,433,385 | 8,972 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,175,956 | 8,908 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,845,174 | 8,709 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,895,732 | 8,519 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,176,933 | 8,662 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,676,416 | 8,949 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,208,135 | 8,391 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||