Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,013,668
-$651,410 QoQ
Shares Held
19,237
-2.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.18%
of 13F equity value
Holder Rank
#799
of 2,451 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Selective Wealth Management, Inc. holds $8,234,528 across 4 Software - Application names. CRM ranks #1 (36.6% 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 | $3,013,668 | 19,237 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,665,078 | 19,634 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,618,476 | 21,209 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,215,659 | 22,007 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $6,149,432 | 22,551 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $6,242,858 | 23,263 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,005,197 | 23,944 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,956,613 | 25,416 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $7,025,000 | 27,324 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $8,641,456 | 28,692 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,795,522 | 29,625 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $6,511,468 | 32,111 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,294,174 | 34,527 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $4,938,181 | 37,244 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $6,615,633 | 45,993 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,777,840 | 47,127 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,542,003 | 30,812 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,539,020 | 29,666 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $7,499,775 | 27,652 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $53,006 | 217 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $43,009 | 203 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $111,932 | 503 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $88,464 | 352 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $74,744 | 399 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $14,253 | 99 | Shares | Other | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||