Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$459,327
-$55,128 QoQ
Shares Held
2,932
+51.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,608
of 2,451 holders
Holding Since
Jun 2025
4 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, 2026GK Wealth Management LLC holds $1,005,755 across 3 Software - Application names. CRM ranks #1 (45.7% of the industry book) .
All Filings in CRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,327 | 2,932 | Shares | Defined | 2026-07-07 | |
| 2025-12-31 | $514,455 | 1,942 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $265,440 | 1,120 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $302,958 | 1,111 | Shares | Defined | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||