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Disclosery

Atria Investments, Inc: CRM position timeline

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

Atria Investments, Inc held 68,667 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,667 shares
    Change vs previous 13F +20,203 shares

    0.15% of the 13F portfolio, value $15,763,954.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,464 shares
    Change vs previous 13F -6,433 shares

    0.08% of the 13F portfolio, value $7,592,436.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 54,897 shares
    Change vs previous 13F -11,582 shares

    0.11% of the 13F portfolio, value $10,247,578.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 66,479 shares
    Change vs previous 13F +2,326 shares

    0.2% of the 13F portfolio, value $17,611,044.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 64,153 shares
    Change vs previous 13F -18,225 shares

    0.17% of the 13F portfolio, value $15,204,178.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 82,378 shares
    Change vs previous 13F -14,876 shares

    0.27% of the 13F portfolio, value $22,463,763.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 97,254 shares
    Change vs previous 13F +8,726 shares

    0.33% of the 13F portfolio, value $26,099,123.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 88,528 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $29,597,513.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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