Position in CRM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$446,794
-$92,495 QoQ
Shares Held
2,852
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#813
of 1,328 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, 20264WEALTH ADVISORS, INC. holds $1,325,829 across 4 Software - Application names. CRM ranks #2 (33.7% 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 | $446,794 | 2,852 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $539,289 | 2,889 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $552,072 | 2,084 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $449,352 | 1,896 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $411,489 | 1,509 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $407,102 | 1,517 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $453,351 | 1,356 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||