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Archford Capital Strategies, LLC: CRM position timeline

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

Archford Capital Strategies, LLC held 1,464 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,464 shares
    Change vs previous 13F -1,288 shares

    0.02% of the 13F portfolio, value $229,355.

    13F-HR 0001606609-26-000003 filed by Archford Capital Strategies, LLC
    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 2,752 shares
    Change vs previous 13F -1,452 shares

    0.06% of the 13F portfolio, value $513,722.

    13F-HR 0001606609-26-000002 filed by Archford Capital Strategies, LLC
    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 4,204 shares
    Change vs previous 13F -7,677 shares

    0.13% of the 13F portfolio, value $1,113,796.

    13F-HR 0001606609-26-000001 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,881 shares
    Change vs previous 13F +1,014 shares

    0.34% of the 13F portfolio, value $2,815,804.

    13F-HR 0001606609-25-000005 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,867 shares
    Change vs previous 13F +596 shares

    0.38% of the 13F portfolio, value $2,963,385.

    13F-HR 0001606609-25-000003 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,271 shares
    Change vs previous 13F +2,247 shares

    0.4% of the 13F portfolio, value $2,756,331.

    13F-HR 0001606609-25-000002 filed by Archford Capital Strategies, LLC
    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 8,024 shares
    Change vs previous 13F +234 shares

    0.41% of the 13F portfolio, value $2,682,670.

    13F-HR 0001986042-25-000001 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,790 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,271,881.

    13F-HR 0001986042-24-000017 filed by Archford Capital Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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