Position in CRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$215,564
-$53,427 QoQ
Shares Held
1,376
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,021
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, 2026LJI Wealth Management, LLC holds $2,679,728 across 3 Software - Application names. CRM ranks #3 (8.0% of the industry book) .
All Filings in CRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,564 | 1,376 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $268,991 | 1,441 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $421,736 | 1,592 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $422,571 | 1,783 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $472,026 | 1,731 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $463,726 | 1,728 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $541,948 | 1,621 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $436,567 | 1,595 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $414,188 | 1,611 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $397,604 | 1,511 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $317,756 | 1,567 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $277,384 | 1,313 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $262,311 | 1,313 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $216,652 | 1,634 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||