Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$545,646
-$70,925 QoQ
Shares Held
3,483
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,524
of 2,451 holders
Holding Since
Dec 2020
21 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $1,442,128 across 3 Software - Application names. CRM ranks #1 (37.8% of the industry book) .
All Filings in CRM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $545,646 | 3,483 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $616,571 | 3,303 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $720,555 | 2,720 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $629,472 | 2,656 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $607,553 | 2,228 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $531,621 | 1,981 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $624,862 | 1,869 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $527,165 | 1,926 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $457,895 | 1,781 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $437,012 | 1,451 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $218,143 | 829 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $206,024 | 1,016 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $210,414 | 996 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $142,257 | 989 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $163,224 | 989 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $195,971 | 923 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $207,370 | 816 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $218,332 | 805 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $190,286 | 779 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $163,775 | 773 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $155,103 | 697 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||