Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,662,436
-$521,034 QoQ
Shares Held
16,995
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#846
of 2,450 holders
Holding Since
Mar 2020
26 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, 2026Hixon Zuercher, LLC holds $7,949,022 across 3 Software - Application names. CRM ranks #2 (33.5% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,662,436 | 16,995 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,183,470 | 17,054 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,900,005 | 14,722 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,395,262 | 14,326 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,918,282 | 14,369 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,835,132 | 14,291 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,699,342 | 14,056 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,057,203 | 14,823 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $3,907,405 | 15,198 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,226,760 | 14,034 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,678,170 | 13,978 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,764,905 | 13,635 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,733,070 | 12,937 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,561,579 | 12,822 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,027,035 | 15,288 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,139,044 | 14,871 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $2,328,549 | 14,109 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,897,743 | 13,648 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $3,314,617 | 13,043 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $3,461,580 | 12,763 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,071,450 | 12,574 | Shares | Sole | 2021-10-13 | |
| 2021-03-31 | $3,492,465 | 16,484 | Shares | Sole | 2021-10-13 | |
| 2020-12-31 | $3,420,286 | 15,370 | Shares | Sole | 2021-10-13 | |
| 2020-09-30 | $3,752,961 | 14,933 | Shares | Sole | 2021-10-13 | |
| 2020-06-30 | $3,284,269 | 17,532 | Shares | Sole | 2021-10-13 | |
| 2020-03-31 | $2,213,548 | 15,374 | Shares | Sole | 2021-10-13 | |
| No filing history on record for this holder in this stock. | ||||||