Position in CRM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,506
-$480 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,400
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, 2026Lummis Asset Management, LP holds $470,797 across 3 Software - Application names. CRM ranks #3 (0.5% 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 | $2,506 | 16 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,986 | 16 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,238 | 16 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,792 | 16 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,363 | 16 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,293 | 16 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,680 | 14 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,379 | 16 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $3,599 | 14 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,216 | 14 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $3,683 | 14 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||