Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$521,364
-$95,020 QoQ
Shares Held
3,328
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,546
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Zullo Investment Group, Inc. holds $3,319,565 across 5 Software - Application names. CRM ranks #4 (15.7% of the industry book) .
All Filings in CRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,364 | 3,328 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $616,384 | 3,302 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $782,544 | 2,954 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $681,612 | 2,876 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $771,440 | 2,829 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $707,665 | 2,637 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $800,051 | 2,393 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $643,218 | 2,350 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $588,759 | 2,290 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $646,934 | 2,148 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $530,227 | 2,015 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $382,645 | 1,887 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $356,606 | 1,688 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $317,650 | 1,590 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $198,752 | 1,499 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $211,876 | 1,473 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $135,827 | 823 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $166,246 | 783 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $172,300 | 678 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||