Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$219,324
-$42,014 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,013
of 2,451 holders
Holding Since
Jun 2025
5 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, 2026Cardinal Point Capital Management ULC holds $11,634,203 across 4 Software - Application names. CRM ranks #4 (1.9% of the industry book) .
All Filings in CRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,324 | 1,400 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $261,338 | 1,400 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $370,874 | 1,400 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $341,280 | 1,440 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $392,673 | 1,440 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||