Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$328,046
-$83,748 QoQ
Shares Held
2,094
-5.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,787
of 2,443 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2024CallValue
$200,598
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Strategic Blueprint, LLC holds $3,991,806 across 5 Software - Application names. CRM ranks #3 (8.2% 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 | $328,046 | 2,094 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $411,794 | 2,206 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $499,620 | 1,886 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,319,142 | 5,566 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,770,347 | 24,828 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,394,482 | 23,828 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $200,598 | 600 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $6,817,323 | 20,391 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,047,759 | 18,442 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,827,685 | 22,667 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $6,732,878 | 22,355 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $5,975,119 | 22,707 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,507,596 | 22,229 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $3,424,947 | 16,212 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $84,504 | 400 | Call | Sole | 2023-10-18 | |
| 2023-03-31 | $1,059,233 | 5,302 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $698,484 | 5,268 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $632,032 | 4,394 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $763,970 | 4,629 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,103,851 | 5,199 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $1,253,369 | 4,932 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,058,842 | 3,904 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $777,267 | 3,182 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $223,310 | 1,054 | Shares | Sole | 2021-05-10 | |
| 2020-09-30 | $450,868 | 1,794 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||