Position in CRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$689,930
-$92,403 QoQ
Shares Held
4,404
+5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,401
of 2,451 holders
Holding Since
Dec 2025
3 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, 2026Tempo Wealth, LLC holds $3,551,616 across 5 Software - Application names. CRM ranks #3 (19.4% of the industry book) .
All Filings in CRM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,930 | 4,404 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $782,333 | 4,191 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,134,344 | 4,282 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||