Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,399,247
-$448,590 QoQ
Shares Held
15,315
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#877
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealth Advisors of Tampa Bay, LLC holds $7,352,088 across 3 Software - Application names. CRM ranks #2 (32.6% 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 | $2,399,247 | 15,315 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,847,837 | 15,256 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,935,502 | 14,856 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,740,097 | 15,781 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,267,871 | 15,651 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,146,430 | 15,451 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,015,284 | 15,001 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,941,560 | 18,054 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,719,841 | 18,358 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,482,379 | 18,203 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,033,868 | 19,130 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,488,665 | 36,930 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,916,760 | 18,540 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,699,326 | 18,517 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,362,090 | 17,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,605,373 | 18,113 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,881,365 | 35,636 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $6,328,409 | 29,806 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,756,300 | 26,586 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,567,085 | 13,152 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,329,155 | 13,629 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,800,285 | 13,217 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,800,762 | 12,586 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,530,794 | 14,049 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,638,168 | 14,083 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,689,749 | 11,736 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||