Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,737,124
-$773,756 QoQ
Shares Held
23,855
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#736
of 2,451 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LEE DANNER & BASS INC holds $4,499,915 across 3 Software - Application names. CRM ranks #1 (83.0% 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 | $3,737,124 | 23,855 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,510,880 | 24,165 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,207,406 | 27,207 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $6,253,719 | 26,387 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,377,446 | 19,720 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $172,179 | 515 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $332,557 | 1,215 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $338,086 | 1,315 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $398,657 | 1,515 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $307,211 | 1,515 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $320,058 | 1,515 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $293,876 | 1,471 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $211,588 | 1,471 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $242,773 | 1,471 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $316,144 | 1,489 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||