Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$567,422
+$132,481 QoQ
Shares Held
3,622
+55.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,505
of 2,451 holders
Holding Since
Dec 2023
8 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, 2026Concentrum Wealth Management holds $1,964,570 across 3 Software - Application names. CRM ranks #2 (28.9% of the industry book) .
All Filings in CRM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,422 | 3,622 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $434,941 | 2,330 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $730,356 | 2,757 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $708,867 | 2,991 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $824,069 | 3,022 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $811,520 | 3,024 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,003,992 | 3,003 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $202,880 | 771 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||