Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$13,942
-$2,671 QoQ
Shares Held
89
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,326
of 2,450 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, 2026GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ holds $498,143 across 3 Software - Application names. CRM ranks #3 (2.8% of the industry book) .
All Filings in CRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,942 | 89 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,613 | 89 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,576 | 89 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||