Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,933,889
-$1,682,637 QoQ
Shares Held
25,111
-16.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#717
of 2,451 holders
Holding Since
Jun 2021
21 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, 2026QUATTRO FINANCIAL ADVISORS LLC holds $6,493,261 across 4 Software - Application names. CRM ranks #1 (60.6% of the industry book) .
All Filings in CRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,933,889 | 25,111 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,616,526 | 30,088 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,271,850 | 35,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,925,000 | 25,000 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,817,250 | 25,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $9,392,600 | 35,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $25,074,750 | 75,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $17,791,150 | 65,000 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $19,282,500 | 75,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,059,000 | 50,000 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $69,205 | 263 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $7,198,690 | 35,500 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,404,982 | 20,851 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,135,648 | 10,690 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,972,939 | 14,880 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $3,164,480 | 22,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $3,630,880 | 22,000 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,040,368 | 4,900 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $762,390 | 3,000 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $854,343 | 3,150 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $732,810 | 3,000 | Shares | Sole | 2021-07-23 | |
| No filing history on record for this holder in this stock. | ||||||