Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,777,816
-$1,560,155 QoQ
Shares Held
56,031
+1.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#496
of 2,451 holders
Holding Since
Dec 2020
23 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, 2026RPG Investment Advisory, LLC holds $57,311,440 across 4 Software - Application names. CRM ranks #3 (15.3% of the industry book) .
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,777,816 | 56,031 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $10,337,971 | 55,381 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $13,113,839 | 49,503 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $11,719,176 | 49,448 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,207,467 | 48,434 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,986,825 | 78,204 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,753,686 | 38,147 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,428,624 | 38,101 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,451,253 | 36,761 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,020,778 | 36,592 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,656,448 | 36,697 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $5,947,334 | 29,329 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $7,893,941 | 37,366 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,618,610 | 38,135 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,029,934 | 37,936 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,390,835 | 37,478 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,167,072 | 31,308 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,015,237 | 28,331 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,302,678 | 24,801 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $6,546,979 | 24,139 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $7,483,699 | 30,637 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $6,280,250 | 29,642 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $6,341,214 | 28,496 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||