Position in CRM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,532,016
+$664,623 QoQ
Shares Held
54,462
+29.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.62%
of 13F equity value
Holder Rank
#501
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, 2026Positano Wealth Management Ltd holds $10,563,847 across 4 Software - Application names. CRM ranks #1 (80.8% 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 | $8,532,016 | 54,462 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,867,393 | 42,146 | Shares | Sole | 2026-06-08 | |
| 2025-12-31 | $3,337,866 | 12,600 | Shares | Sole | 2026-06-08 | |
| No filing history on record for this holder in this stock. | ||||||