Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$333,685
-$153,897 QoQ
Shares Held
2,130
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,785
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Mirador Capital Partners LP holds $19,879,266 across 5 Software - Application names. CRM ranks #5 (1.7% 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 | $333,685 | 2,130 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $487,582 | 2,612 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $822,810 | 3,106 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,089,155 | 8,815 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,355,223 | 8,637 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,070,756 | 3,990 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,307,564 | 3,911 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $938,825 | 3,430 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $561,506 | 2,184 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $666,812 | 2,214 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $589,959 | 2,242 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $484,238 | 2,388 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $527,304 | 2,496 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,260,609 | 16,321 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,427,988 | 18,312 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,766,906 | 19,236 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,102,421 | 18,798 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,907,324 | 18,403 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $4,479,549 | 17,627 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $5,705,655 | 21,037 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,817,248 | 19,721 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $4,106,676 | 19,383 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $3,727,822 | 16,752 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $2,893,949 | 11,515 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,141,181 | 11,430 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,639,644 | 11,388 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||