Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$229,663
-$75,355 QoQ
Shares Held
1,466
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,989
of 2,451 holders
Holding Since
Dec 2024
7 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, 2026NWF Advisory Services Inc. holds $706,899 across 3 Software - Application names. CRM ranks #2 (32.5% of the industry book) .
All Filings in CRM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,663 | 1,466 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $305,018 | 1,634 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $376,437 | 1,421 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $316,869 | 1,337 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $692,632 | 2,540 | Shares | Sole | 2025-09-09 | |
| 2025-03-31 | $552,821 | 2,060 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $897,341 | 2,684 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||