Position in CRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$679,434
-$404,185 QoQ
Shares Held
4,337
-25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,422
of 2,457 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $5,679,618 across 6 Software - Application names. CRM ranks #4 (12.0% 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 | $679,434 | 4,337 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,083,619 | 5,805 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $837,380 | 3,161 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,272,927 | 5,371 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,470,344 | 5,392 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,441,898 | 5,373 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $717,472 | 2,146 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $589,571 | 2,154 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $645,835 | 2,512 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $633,682 | 2,104 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $509,175 | 1,935 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $447,738 | 2,208 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $393,788 | 1,864 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $392,967 | 1,967 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $223,383 | 1,553 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $304,993 | 1,848 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $314,233 | 1,480 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $361,626 | 1,423 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||