Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$400,736
-$170,100 QoQ
Shares Held
2,558
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,677
of 2,451 holders
Holding Since
Dec 2021
15 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, 2026Meadow Creek Wealth Advisors LLC holds $1,571,902 across 4 Software - Application names. CRM ranks #3 (25.5% of the industry book) .
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,736 | 2,558 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $570,836 | 3,058 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $920,297 | 3,474 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $735,411 | 3,103 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $852,974 | 3,128 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $953,483 | 3,553 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,139,730 | 3,409 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $830,983 | 3,036 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $796,495 | 3,098 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $970,703 | 3,223 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $809,681 | 3,077 | Shares | Sole | 2024-01-18 | |
| 2022-09-30 | $506,029 | 3,518 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $587,872 | 3,562 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $951,405 | 4,481 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $995,681 | 3,918 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||