Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,486,546
+$1,196,835 QoQ
Shares Held
9,489
+511.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,066
of 2,451 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026IFC Advisors LLC holds $7,927,524 across 6 Software - Application names. CRM ranks #2 (18.8% 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 | $1,486,546 | 9,489 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $289,711 | 1,552 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $311,534 | 1,176 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $325,875 | 1,375 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $379,311 | 1,391 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $433,938 | 1,617 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,209,271 | 3,617 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||