Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$733,012
-$123,056 QoQ
Shares Held
4,679
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,365
of 2,450 holders
Holding Since
Mar 2024
10 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, 2026TWIN CITY PRIVATE WEALTH, LLC holds $2,431,617 across 4 Software - Application names. CRM ranks #1 (30.1% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,012 | 4,679 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $856,068 | 4,586 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,168,253 | 4,410 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $890,172 | 3,756 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,002,953 | 3,678 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $986,759 | 3,677 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,110,309 | 3,321 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $882,441 | 3,224 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $604,185 | 2,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $423,157 | 1,405 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||