Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,522,030
+$49,968 QoQ
Shares Held
22,482
+20.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#755
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026Marion Wealth Management holds $4,413,953 across 4 Software - Application names. CRM ranks #1 (79.8% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,522,030 | 22,482 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,472,062 | 18,600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,724,634 | 14,060 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,108,492 | 13,116 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,539,243 | 12,979 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,236,421 | 12,060 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $357,733 | 1,070 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $247,707 | 905 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $210,822 | 820 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $206,609 | 686 | Shares | Sole | 2024-04-08 | |
| No filing history on record for this holder in this stock. | ||||||