Position in CRM
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$795,214
-$154,019 QoQ
Shares Held
4,260
+22.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 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 Mar 31, 2026Talon Private Wealth, LLC holds $3,038,443 across 4 Software - Application names. CRM ranks #2 (26.2% of the industry book) .
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $795,214 | 4,260 | Shares | Defined | 2026-05-18 | |
| 2025-06-30 | $949,233 | 3,481 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $892,028 | 3,324 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $960,529 | 2,873 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $380,182 | 1,389 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||