Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$247,836
+$45,860 QoQ
Shares Held
1,582
+46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,944
of 2,451 holders
Holding Since
Jun 2023
12 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, 2026Forza Wealth Management, LLC holds $1,634,769 across 4 Software - Application names. CRM ranks #4 (15.2% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,836 | 1,582 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $201,976 | 1,082 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $286,632 | 1,082 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $256,434 | 1,082 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $295,050 | 1,082 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $290,365 | 1,082 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $361,745 | 1,082 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $270,425 | 988 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $254,271 | 989 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $278,591 | 925 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $243,404 | 925 | Shares | Sole | 2024-01-24 | |
| 2023-06-30 | $202,175 | 957 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||