Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$176,555
-$33,822 QoQ
Shares Held
1,127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,079
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Evergreen Private Wealth LLC holds $7,846,544 across 4 Software - Application names. CRM ranks #3 (2.3% 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 | $176,555 | 1,127 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $210,377 | 1,127 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $101,725 | 384 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $93,615 | 395 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $107,712 | 395 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $103,050 | 384 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $153,457 | 459 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $125,632 | 459 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $118,008 | 459 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $138,241 | 459 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $120,781 | 459 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||