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Disclosery

Apella Capital, LLC: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apella Capital, LLC on CRM, newest first. How the timeline and the estimate are built.

Apella Capital, LLC held 8,654 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,654 shares
    Change vs previous 13F +3,235 shares

    0.02% of the 13F portfolio, value $1,943,433.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,419 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $918,682.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,274 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $960,600.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,371 shares
    Change vs previous 13F +132 shares

    0.03% of the 13F portfolio, value $1,422,744.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 5,239 shares
    Change vs previous 13F -36 shares

    0.03% of the 13F portfolio, value $1,288,706.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 5,275 shares
    Change vs previous 13F -296 shares

    0.04% of the 13F portfolio, value $1,423,224.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 5,571 shares
    Change vs previous 13F +96 shares

    0.05% of the 13F portfolio, value $1,477,274.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,830,457.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).