Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,211,569
+$812,851 QoQ
Shares Held
14,117
+88.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#906
of 2,457 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Convergence Financial, LLC holds $3,512,077 across 3 Software - Application names. CRM ranks #1 (63.0% of the industry book) .
All Filings in CRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,211,569 | 14,117 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,398,718 | 7,493 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,001,130 | 7,554 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,621,317 | 6,841 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,781,211 | 6,532 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,649,877 | 6,148 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,934,767 | 5,787 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,572,463 | 5,745 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $996,262 | 3,875 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||