Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$221,673
-$26,598 QoQ
Shares Held
1,415
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,008
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $768,542 across 5 Software - Application names. CRM ranks #2 (28.8% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,673 | 1,415 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $248,271 | 1,330 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $458,029 | 1,729 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $376,356 | 1,588 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $334,317 | 1,226 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $335,718 | 1,251 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $412,563 | 1,234 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $325,714 | 1,190 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $342,200 | 1,331 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $397,256 | 1,319 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $357,080 | 1,357 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||