Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$12,219
-$2,341 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,337
of 2,451 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $58,652 across 5 Software - Application names. CRM ranks #2 (20.8% of the industry book) .
All Filings in CRM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,219 | 78 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $14,560 | 78 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,662 | 78 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $18,486 | 78 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $20,663 | 77 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,743 | 77 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $21,075 | 77 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,053 | 78 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $23,190 | 77 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $20,261 | 77 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||