Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$323,189
-$72,738 QoQ
Shares Held
2,063
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,799
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026CONSILIO WEALTH ADVISORS, LLC holds $910,558 across 3 Software - Application names. CRM ranks #2 (35.5% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,189 | 2,063 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $395,927 | 2,121 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $564,258 | 2,130 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $499,359 | 2,107 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $567,740 | 2,082 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $307,540 | 1,146 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $366,425 | 1,096 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $284,658 | 1,040 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $237,046 | 922 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $290,337 | 964 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $235,773 | 896 | Shares | Sole | 2024-01-12 | |
| No filing history on record for this holder in this stock. | ||||||