Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$300,003
-$387,129 QoQ
Shares Held
1,915
-48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,847
of 2,461 holders
Holding Since
Mar 2024
8 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, 2026Gateway Wealth Partners, LLC holds $1,752,376 across 6 Software - Application names. CRM ranks #4 (17.1% of the industry book) .
All Filings in CRM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,003 | 1,915 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $687,132 | 3,681 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $216,431 | 817 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $202,398 | 854 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $215,152 | 789 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $306,246 | 916 | Shares | Sole | 2025-01-23 | |
| 2024-06-30 | $202,851 | 789 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $234,619 | 779 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||