Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$370,970
+$342,970 QoQ
Shares Held
2,368
+1478.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,709
of 2,451 holders
Holding Since
Mar 2026
2 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, 2026Wealth Science Advisors LLC holds $2,198,227 across 3 Software - Application names. CRM ranks #2 (16.9% of the industry book) .
All Filings in CRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,970 | 2,368 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $28,000 | 150 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||