Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,042,415
+$31,597 QoQ
Shares Held
6,654
+22.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,215
of 2,457 holders
Holding Since
Sep 2023
12 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, 2026Nicholas Wealth, LLC. holds $3,187,777 across 3 Software - Application names. CRM ranks #2 (32.7% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,415 | 6,654 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,010,818 | 5,415 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,246,666 | 4,706 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $954,162 | 4,026 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $929,600 | 3,409 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $744,162 | 2,773 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,377,439 | 4,120 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $997,946 | 3,646 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $787,754 | 3,064 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $692,111 | 2,298 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $531,279 | 2,019 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $329,111 | 1,623 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||