Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$487,369
-$153,842 QoQ
Shares Held
3,111
-9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,590
of 2,451 holders
Holding Since
Dec 2022
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, 2026Carr Financial Group Corp holds $1,768,519 across 3 Software - Application names. CRM ranks #2 (27.6% 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 | $487,369 | 3,111 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $641,211 | 3,435 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $918,442 | 3,467 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $880,455 | 3,715 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,066,763 | 3,912 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,049,824 | 3,912 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,453,332 | 4,347 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,319,829 | 4,822 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,314,552 | 5,113 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,798,044 | 5,970 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,466,479 | 5,573 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,130,092 | 5,573 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,175,661 | 5,565 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,216,660 | 6,090 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $815,030 | 6,147 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||