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Disclosery

Arax Advisory Partners: CRM position timeline

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

Arax Advisory Partners held 35,784 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,784 shares
    Change vs previous 13F +25,993 shares

    0.04% of the 13F portfolio, value $5,605,847.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,791 shares
    Change vs previous 13F -2,265 shares

    0.05% of the 13F portfolio, value $1,825,470.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 12,056 shares
    Change vs previous 13F -3,826 shares

    0.09% of the 13F portfolio, value $3,187,069.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 15,882 shares
    Change vs previous 13F +9,617 shares

    0.05% of the 13F portfolio, value $3,763,960.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,265 shares
    Change vs previous 13F +2,641 shares

    0.08% of the 13F portfolio, value $1,708,483.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,624 shares
    Change vs previous 13F -1,499 shares

    0.06% of the 13F portfolio, value $972,628.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,123 shares
    Change vs previous 13F +4,149 shares

    0.11% of the 13F portfolio, value $1,712,901.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 974 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $266,577.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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