Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$253,789
-$48,616 QoQ
Shares Held
1,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,930
of 2,451 holders
Holding Since
Mar 2025
6 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, 2026Corient IA LLC holds $1,165,664 across 5 Software - Application names. CRM ranks #2 (21.8% of the industry book) .
All Filings in CRM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,789 | 1,620 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $302,405 | 1,620 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $529,820 | 2,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $474,000 | 2,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $545,380 | 2,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $536,720 | 2,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||