Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$352,328
-$132,453 QoQ
Shares Held
2,249
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,741
of 2,451 holders
Holding Since
Mar 2021
15 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, 2026Cypress Point Wealth Management, LLC holds $1,001,830 across 3 Software - Application names. CRM ranks #2 (35.2% of the industry book) .
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,328 | 2,249 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $484,781 | 2,597 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $408,756 | 1,543 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $365,691 | 1,543 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $420,760 | 1,543 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $414,079 | 1,543 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $515,871 | 1,543 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $537,292 | 1,963 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $482,319 | 1,876 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $601,155 | 1,996 | Shares | Sole | 2024-05-07 | |
| 2022-03-31 | $327,609 | 1,543 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $392,122 | 1,543 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $418,492 | 1,543 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $376,908 | 1,543 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $326,915 | 1,543 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||