Position in CRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$333,685
-$348,033 QoQ
Shares Held
2,130
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,784
of 2,451 holders
Holding Since
Dec 2022
15 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, 2026CASCADE INVESTMENT GROUP, INC. holds $1,395,089 across 4 Software - Application names. CRM ranks #2 (23.9% of the industry book) .
All Filings in CRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,685 | 2,130 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $681,718 | 3,652 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $980,167 | 3,700 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $873,345 | 3,685 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $952,506 | 3,493 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $886,393 | 3,303 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $961,198 | 2,875 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $769,125 | 2,810 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $722,451 | 2,810 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $879,445 | 2,920 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $873,624 | 3,320 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $673,837 | 3,323 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $723,142 | 3,423 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $683,846 | 3,423 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $453,855 | 3,423 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||