Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$236,713
-$169,658 QoQ
Shares Held
1,511
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,968
of 2,451 holders
Holding Since
Mar 2021
10 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, 2026GRIFFIN ASSET MANAGEMENT, INC. holds $6,565,537 across 3 Software - Application names. CRM ranks #3 (3.6% of the industry book) .
All Filings in CRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,713 | 1,511 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $406,371 | 1,534 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $363,558 | 1,534 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $563,922 | 2,068 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $795,687 | 2,965 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $229,350 | 686 | Shares | Sole | 2025-01-22 | |
| 2021-12-31 | $316,137 | 1,244 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $337,397 | 1,244 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $303,871 | 1,244 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $282,634 | 1,334 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||