Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$320,526
-$81,374 QoQ
Shares Held
2,046
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,808
of 2,451 holders
Holding Since
Jun 2024
9 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, 2026HARMONY ASSET MANAGEMENT LLC holds $3,459,673 across 4 Software - Application names. CRM ranks #4 (9.3% of the industry book) .
All Filings in CRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,526 | 2,046 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $401,900 | 2,153 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $570,351 | 2,153 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $509,076 | 2,148 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $585,738 | 2,148 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $580,462 | 2,163 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $513,196 | 1,535 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $418,502 | 1,529 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $339,372 | 1,320 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||