Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$158,069
-$4,333 QoQ
Shares Held
1,009
+16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,097
of 2,457 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Elgethun Capital Management holds $724,492 across 3 Software - Application names. CRM ranks #2 (21.8% of the industry book) .
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,069 | 1,009 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $162,402 | 870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $227,822 | 860 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $227,757 | 961 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $262,055 | 961 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $257,893 | 961 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $382,473 | 1,144 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $273,436 | 999 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $256,842 | 999 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $403,280 | 1,339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $352,344 | 1,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $271,522 | 1,339 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,877 | 1,339 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $267,505 | 1,339 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||