Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,233,540
-$29,655 QoQ
Shares Held
7,874
+16.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#1,134
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mainsail Financial Group, LLC holds $3,896,779 across 3 Software - Application names. CRM ranks #2 (31.7% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,233,540 | 7,874 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,263,195 | 6,767 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $963,742 | 3,638 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $771,672 | 3,256 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $752,351 | 2,759 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $623,668 | 2,324 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $499,489 | 1,494 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||