Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,267,222
+$24,187 QoQ
Shares Held
8,089
+21.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,123
of 2,451 holders
Holding Since
Mar 2024
10 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, 2026AA Financial Advisors, LLC holds $2,207,159 across 3 Software - Application names. CRM ranks #1 (57.4% 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 | $1,267,222 | 8,089 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,243,035 | 6,659 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,666,283 | 6,290 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,471,059 | 6,207 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,522,155 | 5,582 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,791,303 | 6,675 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,119,652 | 6,340 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,714,793 | 6,265 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,490,922 | 5,799 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,812,501 | 6,018 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||