Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,002,937
-$1,437,586 QoQ
Shares Held
6,402
-51.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,230
of 2,451 holders
Holding Since
Sep 2023
12 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, 2026Concord Asset Management, LLC/VA holds $4,415,496 across 3 Software - Application names. CRM ranks #2 (22.7% of the industry book) .
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,937 | 6,402 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,440,523 | 13,074 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,779,965 | 10,494 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,498,454 | 10,542 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,584,828 | 9,479 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,146,611 | 7,999 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,412,859 | 7,217 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,886,956 | 6,894 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,509,177 | 5,870 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $1,796,839 | 5,966 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $1,234,652 | 4,692 | Shares | Sole | 2024-11-07 | |
| 2023-09-30 | $286,933 | 1,415 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||