Institutional Owners for CRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRIFECTA CAPITAL ADVISORS LLC COM 1051 $6,776,249 22,499 0.00 0.00 879 4.07 03-31-2024
MARIETTA WEALTH MANAGEMENT LLC COM 1052 $6,768,117 22,472 0.00 0.00 -2,585 -10.32 03-31-2024
KERRISDALE ADVISERS LLC COM 1053 $5,912,493 22,469 0.00 22,469 +Inf 12-31-2023
BESSEMER GROUP INC SC 1054 $4,473,000 22,393 0.01 0.01 742 3.43 03-31-2023
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