Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,986,135
+$34,314 QoQ
Shares Held
12,678
+21.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#949
of 2,457 holders
Holding Since
Mar 2022
12 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, 2026Trek Financial, LLC holds $23,175,245 across 5 Software - Application names. CRM ranks #3 (8.6% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,986,135 | 12,678 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,951,821 | 10,456 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,073,450 | 7,827 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,459,446 | 6,158 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,300,731 | 4,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $393,147 | 1,465 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,757,869 | 11,240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $204,735 | 748 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $530,076 | 1,760 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $224,721 | 854 | Shares | Sole | 2024-02-08 | |
| 2022-06-30 | $244,919 | 1,484 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $208,073 | 980 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||