Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CSENGE ADVISORY GROUP | COM | 2201 | $1,125,242 | 3,736 | 0.00 | 0.00 | 387 | 11.56 | 03-31-2024 |
| BOND & DEVICK FINANCIAL NETWORK INC | COM | 2202 | $1,120,691 | 3,721 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRSTPURPOSE WEALTH LLC | COM | 2203 | $752,922 | 3,713 | 0.00 | 0.00 | 34 | 0.92 | 09-30-2023 |
| SILICON VALLEY CAPITAL PARTNERS | Stock | 2204 | $783,584 | 3,709 | 0.00 | 3,709 | +Inf | 06-30-2023 |
