Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229,663
-$47,728 QoQ
Shares Held
1,466
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,988
of 2,451 holders
Holding Since
Dec 2024
5 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, 2026Womack Financial LLC holds $1,154,072 across 4 Software - Application names. CRM ranks #3 (19.9% of the industry book) .
All Filings in CRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,663 | 1,466 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $277,391 | 1,486 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $393,656 | 1,486 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $352,182 | 1,486 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $489,793 | 1,465 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||