Position in CRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$295,460
-$82,920 QoQ
Shares Held
1,886
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,847
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026Broadway Wealth Solutions, Inc. holds $1,032,277 across 3 Software - Application names. CRM ranks #3 (28.6% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,460 | 1,886 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $378,380 | 2,027 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $382,265 | 1,443 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $336,777 | 1,421 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $345,770 | 1,268 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $320,690 | 1,195 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $406,879 | 1,217 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||