Position in CRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,899,345
-$302,427 QoQ
Shares Held
12,124
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#961
of 2,457 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $4,517,912 across 4 Software - Application names. CRM ranks #1 (42.0% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,899,345 | 12,124 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,201,772 | 11,795 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,209,914 | 12,117 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,903,961 | 12,253 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,189,927 | 11,698 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,779,672 | 10,358 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,465,683 | 7,375 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,008,757 | 7,339 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,779,389 | 6,921 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,937,792 | 6,434 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,571,998 | 5,974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,118,737 | 5,517 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||