Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,229
-$11,824 QoQ
Shares Held
27
-68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,384
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026Olistico Wealth, LLC holds $273,415 across 5 Software - Application names. CRM ranks #5 (1.5% 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 | $4,229 | 27 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $16,053 | 86 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $254,578 | 961 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $388,917 | 1,641 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $446,393 | 1,637 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $435,279 | 1,622 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $542,283 | 1,622 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $430,272 | 1,572 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $404,161 | 1,572 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $322,262 | 1,070 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $868,625 | 3,301 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $653,154 | 3,221 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $677,933 | 3,209 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $546,198 | 2,734 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $362,501 | 2,734 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||