Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$379,273
-$48,574 QoQ
Shares Held
2,421
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#1,707
of 2,457 holders
Holding Since
Mar 2024
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, 2026One Wealth Map LLC holds $1,209,422 across 4 Software - Application names. CRM ranks #1 (31.4% of the industry book) .
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,273 | 2,421 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $427,847 | 2,292 | Shares | Sole | 2026-05-04 | |
| 2025-09-30 | $563,112 | 2,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $509,112 | 1,867 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $493,782 | 1,840 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $614,498 | 1,838 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $556,999 | 2,035 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $397,476 | 1,546 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $320,455 | 1,064 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||