Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$477,029
-$533,602 QoQ
Shares Held
3,045
-20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,594
of 2,451 holders
Holding Since
Dec 2022
14 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, 2026Worth Financial Advisory Group, LLC holds $3,890,020 across 4 Software - Application names. CRM ranks #4 (12.3% of the industry book) .
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $477,029 | 3,045 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $1,010,631 | 3,815 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,023,366 | 4,318 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,186,201 | 4,350 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $930,672 | 3,468 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $800,386 | 2,394 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $667,304 | 2,438 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $607,270 | 2,362 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $530,377 | 1,761 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $454,442 | 1,727 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $353,242 | 1,742 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $357,451 | 1,692 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $366,396 | 1,834 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $237,999 | 1,795 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||