Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$545,490
-$39,160 QoQ
Shares Held
3,482
+11.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,525
of 2,450 holders
Holding Since
Dec 2023
11 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, 2026AVISO WEALTH MANAGEMENT holds $4,491,187 across 4 Software - Application names. CRM ranks #2 (12.1% 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 | $545,490 | 3,482 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $584,650 | 3,132 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $907,051 | 3,424 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $852,252 | 3,596 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $783,438 | 2,873 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $739,868 | 2,757 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $902,022 | 2,698 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $718,488 | 2,625 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $790,582 | 3,075 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $835,172 | 2,773 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $800,208 | 3,041 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||