Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$471,546
-$541,325 QoQ
Shares Held
3,010
-44.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,599
of 2,451 holders
Holding Since
Dec 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, 2026Wellspring Financial Advisors, LLC holds $1,283,257 across 4 Software - Application names. CRM ranks #1 (36.7% 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 | $471,546 | 3,010 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,012,871 | 5,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,690,390 | 6,381 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $240,239 | 881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $201,270 | 750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $256,431 | 767 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $206,924 | 756 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $217,506 | 846 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $328,286 | 1,090 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $258,929 | 984 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $205,767 | 974 | Shares | Sole | 2023-08-11 | |
| 2022-03-31 | $194,697 | 917 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $237,103 | 933 | Shares | Sole | 2022-01-03 | |
| 2021-09-30 | $247,895 | 914 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $218,865 | 896 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $215,409 | 968 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||