Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$530,764
-$111,940 QoQ
Shares Held
3,388
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,540
of 2,457 holders
Holding Since
Dec 2024
6 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, 2026Cypress Wealth Services, LLC holds $2,808,115 across 3 Software - Application names. CRM ranks #2 (18.9% of the industry book) .
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,764 | 3,388 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $642,704 | 3,443 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $881,885 | 3,329 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $699,387 | 2,951 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $809,616 | 2,969 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $247,738 | 741 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||