Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$458,700
-$287,046 QoQ
Shares Held
2,928
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,610
of 2,450 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Performance Wealth Partners, LLC holds $1,423,758 across 4 Software - Application names. CRM ranks #1 (32.2% 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 | $458,700 | 2,928 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $745,746 | 3,995 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,362,432 | 5,143 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,303,026 | 5,498 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,036,721 | 7,469 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,958,491 | 7,298 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,458,328 | 7,353 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,010,399 | 7,345 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,240,250 | 4,824 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $698,436 | 2,319 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $622,062 | 2,364 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $505,124 | 2,491 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $500,897 | 2,371 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $510,038 | 2,553 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $1,230,263 | 8,553 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,578,937 | 9,567 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,275,433 | 10,717 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,577,642 | 14,078 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||