Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$626
-$120 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,431
of 2,451 holders
Holding Since
Dec 2021
19 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, 2026IFS Advisors, LLC holds $182,839 across 5 Software - Application names. CRM ranks #5 (0.3% of the industry book) .
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626 | 4 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $746 | 4 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,059 | 4 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $948 | 4 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,090 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,073 | 4 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,002 | 3 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $821 | 3 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $771 | 3 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $903 | 3 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $789 | 3 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $608 | 3 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $633 | 3 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $599 | 3 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $397 | 3 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $431 | 3 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $495 | 3 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $636 | 3 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $762 | 3 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||