Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$92,429
-$17,706 QoQ
Shares Held
590
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,149
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Dec 31, 2022CallValue
$195,437
CallShares
1,474
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Paladin Advisory Group, LLC holds $332,991 across 6 Software - Application names. CRM ranks #2 (27.8% of the industry book) .
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,429 | 590 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $110,135 | 590 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $156,296 | 590 | Shares | Other | 2026-01-21 | |
| 2025-09-30 | $139,830 | 590 | Shares | Other | 2025-11-05 | |
| 2025-06-30 | $394,309 | 1,446 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $388,048 | 1,446 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $483,441 | 1,446 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $395,784 | 1,446 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $376,394 | 1,464 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $440,927 | 1,464 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $385,236 | 1,464 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $298,897 | 1,474 | Shares | Other | 2023-10-17 | |
| 2023-06-30 | $311,397 | 1,474 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $294,475 | 1,474 | Shares | Other | 2023-04-21 | |
| 2022-12-31 | $195,437 | 1,474 | Call | Other | 2023-01-11 | |
| 2022-09-30 | $212,020 | 1,474 | Call | Other | 2022-10-07 | |
| 2022-06-30 | $243,268 | 1,474 | Call | Other | 2022-07-06 | |
| 2022-03-31 | $312,959 | 1,474 | Shares | Other | 2022-04-15 | |
| 2021-12-31 | $374,587 | 1,474 | Call | Other | 2022-01-11 | |
| No filing history on record for this holder in this stock. | ||||||