Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$828,261
-$480,669 QoQ
Shares Held
5,287
-24.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,308
of 2,451 holders
Holding Since
Mar 2020
26 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, 2026Invst, LLC holds $1,248,646 across 3 Software - Application names. CRM ranks #1 (66.3% of the industry book) .
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,261 | 5,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,308,930 | 7,012 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,592,409 | 9,786 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,438,827 | 6,071 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,788,301 | 6,558 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $2,455,494 | 9,150 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $5,823,359 | 17,418 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $4,653,891 | 17,003 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $4,195,357 | 16,318 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $4,476,438 | 14,863 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,210,503 | 16,001 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,349,722 | 16,519 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $3,453,255 | 16,346 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,294,172 | 16,489 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,992,562 | 15,028 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,264,904 | 15,746 | Shares | Sole | 2022-11-23 | |
| 2022-06-30 | $2,581,885 | 15,644 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,289,898 | 15,495 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,175,100 | 12,494 | Shares | Sole | 2022-02-25 | |
| 2021-09-30 | $2,480,035 | 9,144 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,184,995 | 8,945 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,834,794 | 8,660 | Shares | Sole | 2021-06-23 | |
| 2020-12-31 | $1,667,417 | 7,493 | Shares | Sole | 2021-06-23 | |
| 2020-09-30 | $1,642,124 | 6,534 | Shares | Sole | 2021-06-23 | |
| 2020-06-30 | $1,137,842 | 6,074 | Shares | Sole | 2021-06-23 | |
| 2020-03-31 | $627,896 | 4,361 | Shares | Sole | 2021-06-23 | |
| No filing history on record for this holder in this stock. | ||||||