Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$229,663
-$66,395 QoQ
Shares Held
1,466
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,987
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, 2026RD Lewis Holdings, Inc. holds $479,848 across 2 Software - Application names. CRM ranks #2 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
2,520 | $250,185 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
1,466 | $229,663 |
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 | 2026-08-12 | |
| 2026-03-31 | $296,058 | 1,586 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $446,638 | 1,686 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $399,582 | 1,686 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $461,118 | 1,691 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $453,796 | 1,691 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $565,352 | 1,691 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||