Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,073,825
-$597,600 QoQ
Shares Held
19,621
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#793
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, 2026PETREDIS INVESTMENT ADVISORS LLC holds $8,790,215 across 4 Software - Application names. CRM ranks #2 (35.0% 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 | $3,073,825 | 19,621 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,671,425 | 19,668 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,227,469 | 19,733 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,737,630 | 19,990 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,491,158 | 20,137 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,340,632 | 19,901 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $6,575,268 | 19,667 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,482,137 | 20,029 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,162,053 | 20,078 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,056,428 | 20,109 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,211,224 | 19,804 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,144,417 | 20,438 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,301,464 | 20,361 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $4,089,496 | 20,470 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $2,775,506 | 20,933 | Shares | Sole | 2024-05-20 | |
| No filing history on record for this holder in this stock. | ||||||