Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,086,593
-$217,110 QoQ
Shares Held
6,936
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,181
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Cornell Pochily Investment Advisors, Inc. holds $3,318,624 across 4 Software - Application names. CRM ranks #2 (32.7% 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 | $1,086,593 | 6,936 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,303,703 | 6,984 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,844,833 | 6,964 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,631,034 | 6,882 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,848,292 | 6,778 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,667,589 | 6,214 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,022,362 | 6,049 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,669,631 | 6,100 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,586,307 | 6,170 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,656,188 | 5,499 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,479,373 | 5,622 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,125,834 | 5,552 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,177,140 | 5,572 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,115,171 | 5,582 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $721,554 | 5,442 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $813,702 | 5,657 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $949,640 | 5,754 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,214,258 | 5,719 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,235,325 | 4,861 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,247,883 | 4,601 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,086,024 | 4,446 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $894,938 | 4,224 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $867,867 | 3,900 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $955,016 | 3,800 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $771,424 | 4,118 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $582,111 | 4,043 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||