Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$323,032
-$195,910 QoQ
Shares Held
2,062
-25.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,778
of 2,414 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, 2026Cornerstone Select Advisors, LLC holds $2,764,037 across 5 Software - Application names. CRM ranks #3 (11.7% 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 | $323,032 | 2,062 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $518,942 | 2,780 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $690,885 | 2,608 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $609,327 | 2,571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $626,368 | 2,297 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $607,030 | 2,262 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $575,381 | 1,721 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||