Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$391,963
-$721,150 QoQ
Shares Held
2,502
-58.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,688
of 2,451 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, 2026Embree Financial Group holds $1,767,266 across 3 Software - Application names. CRM ranks #2 (22.2% 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 | $391,963 | 2,502 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,113,113 | 5,963 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,513,960 | 5,715 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,277,193 | 5,389 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,598,508 | 5,862 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,621,699 | 6,043 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,507,159 | 4,508 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,225,673 | 4,478 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,081,362 | 4,206 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,300,194 | 4,317 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,246,757 | 4,738 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||