Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$32,741
-$9,633 QoQ
Shares Held
209
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,249
of 2,457 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $687,258 across 6 Software - Application names. CRM ranks #3 (4.8% 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 | $32,741 | 209 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $42,374 | 227 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $60,134 | 227 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $68,256 | 288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $84,261 | 309 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $82,923 | 309 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $103,307 | 309 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $84,576 | 309 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $143,718 | 559 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $199,381 | 662 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2 | 6 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1 | 6 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1 | 6 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1 | 6 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1 | 6 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $863 | 6 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $990 | 6 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,273 | 6 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $12,706 | 50 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||