Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$448,047
-$226,391 QoQ
Shares Held
2,860
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,627
of 2,451 holders
Holding Since
Dec 2023
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, 2026Lewis Asset Management, LLC holds $1,925,006 across 3 Software - Application names. CRM ranks #3 (23.3% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,047 | 2,860 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $674,438 | 3,613 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,469,190 | 5,546 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,391,664 | 5,872 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,635,049 | 5,996 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,628,945 | 6,070 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,072,846 | 6,200 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,818,255 | 6,643 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,669,093 | 6,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,972,427 | 6,549 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,913,290 | 7,271 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||