Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,060,862
+$550,329 QoQ
Shares Held
13,155
+62.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#935
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026Chemistry Wealth Management LLC holds $4,862,534 across 6 Software - Application names. CRM ranks #1 (42.4% of the industry book) .
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,862 | 13,155 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,510,533 | 8,092 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,531,709 | 5,782 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,346,634 | 5,682 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,317,365 | 4,831 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,344,751 | 5,011 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,690,038 | 5,055 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,355,411 | 4,952 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,272,645 | 4,950 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,483,612 | 4,926 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,119,923 | 4,256 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $858,976 | 4,236 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $894,897 | 4,236 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $827,089 | 4,140 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $431,182 | 3,252 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||