Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$785,179
-$201,371 QoQ
Shares Held
5,012
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,330
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Meridian Wealth Advisors, LLC holds $3,807,672 across 3 Software - Application names. CRM ranks #2 (20.6% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $785,179 | 5,012 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $986,550 | 5,285 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,383,236 | 20,321 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,012,076 | 21,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,686,949 | 20,855 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,326,677 | 19,849 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,565,572 | 19,638 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,424,384 | 19,818 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,979,769 | 19,369 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,788,378 | 19,219 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,915,981 | 18,682 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,759,743 | 18,541 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,886,761 | 18,398 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $3,505,539 | 17,547 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,002,771 | 15,105 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,797,136 | 12,494 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,289,930 | 13,875 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,816,212 | 13,264 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,943,587 | 11,583 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,003,219 | 11,073 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,642,024 | 10,816 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,096,453 | 9,895 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,055,732 | 9,238 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $2,133,204 | 8,488 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,593,616 | 8,507 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $900,594 | 6,255 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||