Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,132,455
-$321,507 QoQ
Shares Held
13,612
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#921
of 2,457 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Cohen Investment Advisors LLC holds $6,675,881 across 3 Software - Application names. CRM ranks #2 (31.9% of the industry book) .
All Filings in CRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,132,455 | 13,612 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,453,962 | 13,146 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,549,794 | 13,400 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,066,780 | 12,940 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,323,273 | 12,187 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,133,908 | 11,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,751,851 | 11,222 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,060,077 | 11,180 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,608,536 | 10,146 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,190,399 | 10,593 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,690,606 | 10,225 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,057,405 | 10,146 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,169,217 | 10,268 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,985,613 | 9,939 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,319,137 | 9,949 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,398,124 | 9,720 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,560,123 | 9,453 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,928,502 | 9,083 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,278,021 | 8,964 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,435,826 | 8,981 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,175,712 | 8,907 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,893,270 | 8,936 | Shares | Sole | 2021-08-05 | |
| 2020-12-31 | $1,903,744 | 8,555 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||