Position in CRM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$524,811
-$152,614 QoQ
Shares Held
3,350
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,541
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, 2026Everest Management Corp. holds $1,287,390 across 3 Software - Application names. CRM ranks #1 (40.8% 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 | $524,811 | 3,350 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $677,425 | 3,629 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $893,806 | 3,374 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $798,690 | 3,370 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $929,054 | 3,407 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,045,798 | 3,897 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $745,555 | 2,230 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||