Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,347
-$73,551 QoQ
Shares Held
1,381
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,019
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, 2026Stonebrook Private Inc. holds $882,504 across 4 Software - Application names. CRM ranks #3 (24.5% 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 | $216,347 | 1,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,898 | 1,553 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $551,012 | 2,080 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,145,184 | 4,832 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,419,351 | 5,205 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,433,579 | 5,342 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,741,524 | 5,209 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,545,092 | 5,645 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,412,250 | 5,493 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,348,081 | 4,476 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,081,242 | 4,109 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||