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Disclosery

ASPIRIANT, LLC: CRM position timeline

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

ASPIRIANT, LLC held 12,085 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,085 shares
    Change vs previous 13F +560 shares

    0.05% of the 13F portfolio, value $1,893,236.

    13F-HR 0001172661-26-002689 filed by ASPIRIANT, 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 11,525 shares
    Change vs previous 13F -102 shares

    0.06% of the 13F portfolio, value $2,151,372.

    13F-HR 0001172661-26-001732 filed by ASPIRIANT, 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 11,627 shares
    Change vs previous 13F +7,477 shares

    0.09% of the 13F portfolio, value $3,080,113.

    13F-HR 0001172661-26-000216 filed by ASPIRIANT, 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 4,150 shares
    Change vs previous 13F -930 shares

    0.03% of the 13F portfolio, value $983,550.

    13F-HR 0001172661-25-004424 filed by ASPIRIANT, 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 5,080 shares
    Change vs previous 13F -352 shares

    0.04% of the 13F portfolio, value $1,385,264.

    13F-HR 0001172661-25-002762 filed by ASPIRIANT, 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 5,432 shares
    Change vs previous 13F -1,153 shares

    0.05% of the 13F portfolio, value $1,457,733.

    13F-HR 0001172661-25-001518 filed by ASPIRIANT, 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 6,585 shares
    Change vs previous 13F +261 shares

    0.08% of the 13F portfolio, value $2,201,566.

    13F-HR 0001172661-25-000232 filed by ASPIRIANT, 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 6,324 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,730,943.

    13F-HR 0001172661-24-004292 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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