Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$916,930
-$421,493 QoQ
Shares Held
5,853
-18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,270
of 2,457 holders
Holding Since
Mar 2020
25 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, 2026DeDora Capital, Inc. holds $2,820,493 across 4 Software - Application names. CRM ranks #2 (32.5% of the industry book) .
All Filings in CRM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,930 | 5,853 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,338,423 | 7,170 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,930,134 | 7,286 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,980,372 | 8,356 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,326,591 | 8,532 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,180,425 | 8,125 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,701,052 | 8,079 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,208,018 | 8,067 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,974,528 | 7,680 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,137,775 | 7,098 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,165,183 | 4,428 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $859,584 | 4,239 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $781,873 | 3,701 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $637,098 | 3,189 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $331,607 | 2,501 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $255,028 | 1,773 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $292,615 | 1,773 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $376,443 | 1,773 | Shares | Sole | 2022-04-14 | |
| 2021-09-30 | $534,845 | 1,972 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $479,502 | 1,963 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $413,993 | 1,954 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $552,764 | 2,484 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $598,644 | 2,382 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $498,672 | 2,662 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $368,300 | 2,558 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||