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Disclosery

BAILARD, INC.: CRM position timeline

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

BAILARD, INC. held 16,071 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,071 shares
    Change vs previous 13F +1,224 shares

    0.05% of the 13F portfolio, value $2,517,644.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 14,847 shares
    Change vs previous 13F -79 shares

    0.06% of the 13F portfolio, value $2,771,629.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 14,926 shares
    Change vs previous 13F -6,460 shares

    0.09% of the 13F portfolio, value $3,954,064.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,386 shares
    Change vs previous 13F +1,820 shares

    0.11% of the 13F portfolio, value $5,068,498.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,566 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $5,335,453.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 19,744 shares
    Change vs previous 13F -380 shares

    0.14% of the 13F portfolio, value $5,298,500.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    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 20,124 shares
    Change vs previous 13F +64 shares

    0.17% of the 13F portfolio, value $6,728,057.

    13F-HR 0001172661-25-000513 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,060 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,490,623.

    13F-HR 0001172661-24-004423 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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