Position in CRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$709,356
-$320,315 QoQ
Shares Held
4,528
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,379
of 2,451 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $1,641,414 across 3 Software - Application names. CRM ranks #2 (43.2% of the industry book) .
All Filings in CRM
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,356 | 4,528 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,029,671 | 5,516 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,050,668 | 7,741 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,699,764 | 7,172 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $718,538 | 2,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $707,128 | 2,635 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $793,365 | 2,373 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $663,199 | 2,423 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $622,953 | 2,423 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||