Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$262,562
-$55,523 QoQ
Shares Held
1,676
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,913
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Auxano Advisors, LLC holds $1,680,305 across 3 Software - Application names. CRM ranks #3 (15.6% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,562 | 1,676 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $318,085 | 1,704 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $403,722 | 1,524 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $332,985 | 1,405 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $505,294 | 1,853 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $220,860 | 823 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $279,165 | 835 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||