Position in CRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$561,312
-$153,634 QoQ
Shares Held
3,583
-6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,515
of 2,460 holders
Holding Since
Sep 2020
24 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, 2026PACES FERRY WEALTH ADVISORS, LLC holds $3,629,066 across 6 Software - Application names. CRM ranks #2 (15.5% of the industry book) .
All Filings in CRM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,312 | 3,583 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $714,946 | 3,830 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $869,699 | 3,283 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $794,898 | 3,354 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $960,959 | 3,524 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,150,727 | 4,288 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,401,177 | 4,191 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,194,470 | 4,364 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,147,951 | 4,465 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,371,874 | 4,555 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,223,601 | 4,650 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $952,457 | 4,697 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,009,400 | 4,778 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $983,916 | 4,925 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $525,188 | 3,961 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $782,058 | 5,437 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $903,098 | 5,472 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,159,267 | 5,460 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,393,648 | 5,484 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,508,796 | 5,563 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,365,957 | 5,592 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,193,039 | 5,631 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,257,517 | 5,651 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $1,461,928 | 5,817 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||