Position in CRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$10,087,807
-$1,668,109 QoQ
Shares Held
64,393
+2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.12%
of 13F equity value
Holder Rank
#472
of 2,451 holders
Holding Since
Dec 2020
15 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, 2026Bulltick Wealth Management, LLC holds $31,229,020 across 5 Software - Application names. CRM ranks #2 (32.3% 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 | $10,087,807 | 64,393 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,755,916 | 62,977 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,257,085 | 42,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,963,006 | 42,038 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,319,182 | 12,172 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,314,782 | 12,352 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,635,504 | 10,874 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,819,211 | 17,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,195,219 | 20,207 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,341,072 | 7,773 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,045,387 | 7,773 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $251,258 | 1,895 | Shares | Sole | 2024-04-25 | |
| 2022-03-31 | $207,861 | 979 | Shares | Sole | 2024-04-25 | |
| 2021-03-31 | $308,906 | 1,458 | Shares | Sole | 2024-04-25 | |
| 2020-12-31 | $5,852,761 | 26,301 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||