Position in CRM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$460,110
+$94,797 QoQ
Shares Held
2,937
+50.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#1,607
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, 2026Wisconsin Wealth Advisors, LLC holds $1,408,222 across 3 Software - Application names. CRM ranks #2 (32.7% 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 | $460,110 | 2,937 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $365,313 | 1,957 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $518,163 | 1,956 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $466,416 | 1,968 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $538,290 | 1,974 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $492,172 | 1,834 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $619,513 | 1,853 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||