Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$760,740
-$200,237 QoQ
Shares Held
4,856
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,349
of 2,451 holders
Holding Since
Jun 2023
11 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, 2026Legacy Capital Group California, Inc. holds $2,664,352 across 3 Software - Application names. CRM ranks #2 (28.6% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,740 | 4,856 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $960,977 | 5,148 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,284,283 | 4,848 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,125,276 | 4,748 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $899,877 | 3,300 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $656,676 | 2,447 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $822,117 | 2,459 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $990,556 | 3,619 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $571,790 | 2,224 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $959,960 | 4,734 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $984,682 | 4,661 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||