Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,013
-$960 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,374
of 2,451 holders
Holding Since
Jun 2021
19 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, 2026Delos Wealth Advisors, LLC holds $12,092 across 3 Software - Application names. CRM ranks #1 (41.5% of the industry book) .
All Filings in CRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,013 | 32 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,973 | 32 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,477 | 32 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,584 | 32 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,634 | 50 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $6,017 | 18 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $3,342 | 13 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,915 | 13 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,578 | 6 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,216 | 6 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,267 | 6 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $1,198 | 6 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,966 | 45 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $6,472 | 45 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $6,436 | 39 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,280 | 39 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,681 | 286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,933 | 44 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,526 | 39 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||