Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$313,632
-$43,093 QoQ
Shares Held
2,002
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,817
of 2,451 holders
Holding Since
Sep 2020
24 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, 2026Winthrop Advisory Group LLC holds $1,341,012 across 3 Software - Application names. CRM ranks #3 (23.4% of the industry book) .
All Filings in CRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,632 | 2,002 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $356,725 | 1,911 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $571,409 | 2,157 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $549,840 | 2,320 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $557,651 | 2,045 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $536,720 | 2,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $651,943 | 1,950 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $519,775 | 1,899 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $487,975 | 1,898 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $588,204 | 1,953 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $500,755 | 1,903 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $384,470 | 1,896 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $439,209 | 2,079 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $378,782 | 1,896 | Shares | Sole | 2023-08-01 | |
| 2022-12-31 | $301,111 | 2,271 | Shares | Sole | 2023-08-03 | |
| 2022-09-30 | $336,729 | 2,341 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $387,183 | 2,346 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $383,449 | 1,806 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $366,201 | 1,441 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $388,115 | 1,431 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $345,397 | 1,414 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $299,584 | 1,414 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $281,277 | 1,264 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $240,764 | 958 | Shares | Sole | 2020-10-20 | |
| No filing history on record for this holder in this stock. | ||||||