Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$210,707
-$21,697 QoQ
Shares Held
1,345
+8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,045
of 2,460 holders
Holding Since
Mar 2020
9 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, 2026SkyOak Wealth, LLC holds $2,502,391 across 4 Software - Application names. CRM ranks #4 (8.4% of the industry book) .
All Filings in CRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,707 | 1,345 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $232,404 | 1,245 | Shares | Sole | 2026-04-30 | |
| 2025-09-30 | $211,404 | 892 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $241,603 | 886 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $224,348 | 836 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $279,499 | 836 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $228,821 | 836 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $214,935 | 836 | Shares | Sole | 2024-08-12 | |
| 2020-03-31 | $564,977 | 3,924 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||