Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,228
-$3,639,193 QoQ
Shares Held
27
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,385
of 2,451 holders
Holding Since
Sep 2021
16 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, 2026Ascentis Independent Advisors holds $23,188 across 6 Software - Application names. CRM ranks #2 (18.2% of the industry book) .
All Filings in CRM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,228 | 27 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,643,421 | 19,518 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,479,663 | 20,685 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,976,763 | 20,999 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $6,143,160 | 22,528 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,597,989 | 20,860 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,948,046 | 20,782 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,496,370 | 20,081 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,691,679 | 22,138 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $5,779,080 | 21,962 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,494,618 | 22,165 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,647,508 | 21,999 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $275,296 | 1,378 | Shares | Sole | 2023-06-01 | |
| 2022-03-31 | $425,489 | 2,004 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $339,517 | 1,336 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $514,233 | 1,896 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||