Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$246,738
-$106,628 QoQ
Shares Held
1,575
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,949
of 2,450 holders
Holding Since
Mar 2021
12 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, 2026Onyx Bridge Wealth Group LLC holds $1,371,588 across 3 Software - Application names. CRM ranks #3 (18.0% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,738 | 1,575 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $353,366 | 1,893 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $552,072 | 2,084 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $495,804 | 2,092 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $362,677 | 1,330 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $319,080 | 1,189 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $330,652 | 989 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $273,436 | 999 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $244,245 | 950 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $279,796 | 929 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $223,405 | 849 | Shares | Sole | 2024-01-31 | |
| 2021-03-31 | $284,753 | 1,344 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||