Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,544,824
-$82,378 QoQ
Shares Held
9,861
+13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,050
of 2,451 holders
Holding Since
Mar 2020
16 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, 2026Great Lakes Retirement, Inc. holds $6,554,886 across 5 Software - Application names. CRM ranks #3 (23.6% of the industry book) .
All Filings in CRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,544,824 | 9,861 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,627,202 | 8,717 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,090,404 | 7,891 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,701,660 | 7,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,943,961 | 10,796 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,781,819 | 10,366 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,234,642 | 9,675 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,607,361 | 9,526 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,368,919 | 9,214 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,511,841 | 8,340 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,164,589 | 8,226 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $909,873 | 4,487 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $893,207 | 4,228 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $865,047 | 4,330 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $532,614 | 4,017 | Shares | Sole | 2023-03-07 | |
| 2020-03-31 | $434,243 | 3,016 | Shares | Sole | 2020-06-04 | |
| No filing history on record for this holder in this stock. | ||||||