Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,026,278
-$2,094,808 QoQ
Shares Held
32,084
-15.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#644
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Quilter Plc holds $19,815,258 across 5 Software - Application names. CRM ranks #2 (25.4% of the industry book) .
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,026,278 | 32,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,121,086 | 38,148 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,928,860 | 41,255 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $18,288,579 | 77,167 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $68,763,963 | 252,169 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $53,781,221 | 200,407 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $46,909,172 | 140,308 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $42,533,438 | 155,396 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $41,414,438 | 161,083 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $47,078,046 | 156,312 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $36,555,144 | 138,919 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $26,531,733 | 130,840 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $24,735,377 | 117,085 | Shares | Defined | 2023-07-19 | |
| 2023-03-31 | $2,672,256 | 13,376 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $1,848,834 | 13,944 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,247,499 | 15,625 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,628,591 | 15,927 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $8,596,836 | 40,490 | Shares | Defined | 2022-05-20 | |
| 2021-12-31 | $10,479,050 | 41,235 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,181,290 | 48,600 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $12,396,701 | 50,750 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,310,068 | 58,102 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $12,011,054 | 53,975 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,551,675 | 53,922 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,142,288 | 75,494 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,241,754 | 85,024 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||