Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,288,763
-$1,055,421 QoQ
Shares Held
20,993
-9.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#774
of 2,447 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, 2026SP Asset Management LLC holds $4,972,575 across 4 Software - Application names. CRM ranks #1 (66.1% 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 | $3,288,763 | 20,993 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,344,184 | 23,272 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,311,480 | 23,825 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,683,023 | 23,979 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,783,163 | 24,875 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,663,915 | 24,832 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,313,115 | 24,865 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,006,154 | 25,597 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,570,704 | 25,557 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,670,151 | 25,467 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,685,861 | 25,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,101,539 | 25,158 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,314,879 | 25,158 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,083,202 | 25,444 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,373,619 | 25,444 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||