Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$584,028
+$1,991 QoQ
Shares Held
3,728
+19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,493
of 2,451 holders
Holding Since
Jun 2023
13 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, 2026Carson Advisory Inc. holds $1,364,701 across 3 Software - Application names. CRM ranks #1 (42.8% of the industry book) .
All Filings in CRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,028 | 3,728 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $582,037 | 3,118 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $750,225 | 2,832 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $605,772 | 2,556 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $591,464 | 2,169 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $576,168 | 2,147 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $677,352 | 2,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $535,376 | 1,956 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $498,259 | 1,938 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $301,782 | 1,002 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $261,034 | 992 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $223,666 | 1,103 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $228,583 | 1,082 | Shares | Sole | 2023-07-28 | |
| No filing history on record for this holder in this stock. | ||||||