Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,449
+$583 QoQ
Shares Held
105
+23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,308
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Pflug Koory, LLC holds $341,566 across 4 Software - Application names. CRM ranks #4 (4.8% 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 | $16,449 | 105 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,866 | 85 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $22,517 | 85 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $20,145 | 85 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $37,631 | 138 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $37,033 | 138 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $46,137 | 138 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $37,771 | 138 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $41,562 | 138 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $36,313 | 138 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $29,403 | 145 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $30,632 | 145 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $28,968 | 145 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $19,225 | 145 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $20,856 | 145 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $14,688 | 89 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,896 | 89 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $22,617 | 89 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $24,138 | 89 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $19,541 | 80 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $16,949 | 80 | Shares | Sole | 2021-07-13 | |
| 2020-12-31 | $17,802 | 80 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $20,105 | 80 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $14,986 | 80 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $11,518 | 80 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||