Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,679,042
+$2,660,979 QoQ
Shares Held
17,101
+408.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#844
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, 2026LM Advisors LLC holds $6,892,289 across 6 Software - Application names. CRM ranks #1 (38.9% 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 | $2,679,042 | 17,101 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,063 | 3,366 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,432 | 4,625 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,235,901 | 17,873 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,937,597 | 18,107 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,719,110 | 17,585 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,809,986 | 17,378 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $4,207,743 | 15,373 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,299,859 | 20,614 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,255,426 | 24,090 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,156,219 | 34,796 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||