Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$34,935
-$6,692 QoQ
Shares Held
223
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,237
of 2,451 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $235,664 across 6 Software - Application names. CRM ranks #3 (14.8% of the industry book) .
All Filings in CRM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,935 | 223 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $41,627 | 223 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $59,074 | 223 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $52,851 | 223 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $60,809 | 223 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $59,844 | 223 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $74,555 | 223 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $61,037 | 223 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $57,333 | 223 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $67,163 | 223 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $58,680 | 223 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $45,219 | 223 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $47,110 | 223 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||