Position in CRM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$318,085
-$205,112 QoQ
Shares Held
1,704
-13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026BlackDiamond Wealth Management, LLC holds $903,597 across 3 Software - Application names. CRM ranks #2 (35.2% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,085 | 1,704 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $523,197 | 1,975 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $415,935 | 1,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $424,032 | 1,555 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $351,819 | 1,311 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $450,008 | 1,346 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $321,335 | 1,174 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $271,240 | 1,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $297,867 | 989 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $244,720 | 930 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||