Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$955,782
-$304,427 QoQ
Shares Held
6,101
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,249
of 2,451 holders
Holding Since
Mar 2022
18 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, 2026Thrive Wealth Management, LLC holds $4,032,080 across 6 Software - Application names. CRM ranks #2 (23.7% of the industry book) .
All Filings in CRM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,782 | 6,101 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,260,209 | 6,751 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,817,547 | 6,861 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,598,091 | 6,743 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,972,912 | 7,235 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,944,268 | 7,245 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,601,756 | 7,782 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,132,200 | 7,790 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $2,116,447 | 8,232 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,616,049 | 8,686 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,160,379 | 8,210 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,658,943 | 8,181 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,187,492 | 5,621 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,106,581 | 5,539 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $718,770 | 5,421 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $811,401 | 5,641 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $717,924 | 4,350 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $927,626 | 4,369 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||