Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$547,683
-$25,019 QoQ
Shares Held
3,496
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,519
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $1,056,494 across 3 Software - Application names. CRM ranks #1 (51.8% of the industry book) .
All Filings in CRM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,683 | 3,496 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $572,702 | 3,068 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $535,382 | 2,021 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $231,075 | 975 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $265,054 | 972 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $260,309 | 970 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $324,299 | 970 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $1,238,810 | 4,526 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,184,716 | 4,608 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $1,401,390 | 4,653 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,240,703 | 4,715 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $983,685 | 4,851 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,317,205 | 6,235 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $1,245,627 | 6,235 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $613,361 | 4,626 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||