Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,754,198
-$2,476,226 QoQ
Shares Held
202,695
+10.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
#257
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, 2026J. Stern & Co. LLP holds $37,099,006 across 4 Software - Application names. CRM ranks #1 (85.6% 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 | $31,754,198 | 202,695 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $34,230,424 | 183,374 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,385,511 | 178,874 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $46,489,683 | 196,159 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $55,565,223 | 203,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $53,092,342 | 197,840 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $60,140,617 | 179,884 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $46,058,550 | 168,275 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,097,177 | 159,849 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $46,565,138 | 154,609 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $32,258,858 | 122,592 | Shares | Sole | 2024-02-22 | |
| No filing history on record for this holder in this stock. | ||||||