Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,025,770
-$799,853 QoQ
Shares Held
12,931
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#943
of 2,451 holders
Holding Since
Mar 2020
22 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, 2026PARTNERS CAPITAL INVESTMENT GROUP, LLP holds $2,976,007 across 3 Software - Application names. CRM ranks #1 (68.1% of the industry book) .
All Filings in CRM
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,025,770 | 12,931 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,825,623 | 15,137 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,478,833 | 16,907 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,098,775 | 13,075 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,565,421 | 13,075 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,111,449 | 30,226 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,344,265 | 15,985 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $9,344,185 | 34,139 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $9,277,967 | 36,087 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,219,969 | 20,652 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,640,261 | 44,236 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,010,954 | 54,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,819,785 | 55,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,606,231 | 8,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,134,572 | 8,557 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,290,100 | 8,969 | Shares | Sole | 2022-11-14 | |
| 2021-06-30 | $26,816,937 | 109,784 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,509,254 | 101,521 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $21,454,562 | 96,412 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $26,487,117 | 105,392 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,884,989 | 90,135 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,258,201 | 64,302 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||