Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,825,402
-$308,609 QoQ
Shares Held
11,652
+1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#972
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, 2026Atala Financial Inc holds $5,657,110 across 3 Software - Application names. CRM ranks #2 (32.3% of the industry book) .
All Filings in CRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,825,402 | 11,652 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,134,011 | 11,432 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,867,650 | 10,825 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,402,469 | 10,137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,139,253 | 7,845 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,956,881 | 7,292 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,947,472 | 5,825 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||