Position in CRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$293,737
-$42,269 QoQ
Shares Held
1,875
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,851
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, 2026Pacific Sage Partners, LLC holds $2,730,859 across 3 Software - Application names. CRM ranks #2 (10.8% 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 | $293,737 | 1,875 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $336,006 | 1,800 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $466,506 | 1,761 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $427,074 | 1,802 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $491,932 | 1,804 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $475,802 | 1,773 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $592,767 | 1,773 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $485,287 | 1,773 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $455,838 | 1,773 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $526,462 | 1,748 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $459,968 | 1,748 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $354,459 | 1,748 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $372,873 | 1,765 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $333,632 | 1,670 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $218,508 | 1,648 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||