Position in CRM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$876,512
-$218,867 QoQ
Shares Held
5,595
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,286
of 2,451 holders
Holding Since
Mar 2022
18 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, 2026Coastwise Capital Group, LLC holds $1,707,425 across 3 Software - Application names. CRM ranks #1 (51.3% of the industry book) .
All Filings in CRM
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $876,512 | 5,595 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,095,379 | 5,868 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,465,747 | 5,533 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,285,962 | 5,426 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,415,806 | 5,192 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,376,686 | 5,130 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,787,662 | 5,347 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,573,285 | 5,748 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,298,612 | 5,051 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,356,815 | 4,505 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,290,701 | 4,905 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,019,780 | 5,029 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,109,326 | 5,251 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,648,384 | 8,251 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,121,976 | 8,462 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,167,836 | 8,119 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,363,065 | 8,259 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,757,797 | 8,279 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||