Position in CRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,149
-$11,518 QoQ
Shares Held
135
-22.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,288
of 2,451 holders
Holding Since
Dec 2020
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, 2026Disciplina Capital Management LLC holds $71,348 across 3 Software - Application names. CRM ranks #2 (29.6% of the industry book) .
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,149 | 135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,667 | 175 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,359 | 175 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $41,475 | 175 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $47,448 | 174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,694 | 174 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,080 | 81 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,170 | 81 | Shares | Sole | 2024-11-04 | |
| 2022-03-31 | $26,115 | 123 | Shares | Sole | 2023-11-16 | |
| 2021-12-31 | $28,970 | 114 | Shares | Sole | 2023-11-16 | |
| 2020-12-31 | $3,783 | 17 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||