Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$374,417
+$1,264 QoQ
Shares Held
2,390
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,706
of 2,451 holders
Holding Since
Sep 2024
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, 2026HOWARD FINANCIAL SERVICES, LTD. holds $1,831,571 across 5 Software - Application names. CRM ranks #2 (20.4% 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 | $374,417 | 2,390 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $373,153 | 1,999 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $429,419 | 1,621 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $361,899 | 1,527 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $408,762 | 1,499 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $413,542 | 1,541 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $473,411 | 1,416 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $314,219 | 1,148 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||