Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,315,787
-$289,948 QoQ
Shares Held
8,399
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,109
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, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $6,891,947 across 4 Software - Application names. CRM ranks #2 (19.1% 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 | $1,315,787 | 8,399 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,605,735 | 8,602 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,401,938 | 9,067 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,540,640 | 10,720 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,179,565 | 11,660 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $3,300,828 | 12,300 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $4,178,456 | 12,498 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,420,827 | 12,498 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,163,872 | 12,306 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $3,574,404 | 11,868 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,646,662 | 10,058 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,963,721 | 9,684 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $2,040,560 | 9,659 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,884,324 | 9,432 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,266,499 | 9,552 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,391,220 | 9,672 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,324,918 | 14,087 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,286,076 | 15,477 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,253,373 | 16,737 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,694,004 | 17,307 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $4,250,786 | 17,402 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,740,988 | 17,657 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $3,797,919 | 17,067 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $4,211,369 | 16,757 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $2,760,682 | 14,737 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $156,362 | 1,086 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||