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Disclosery

BFSG, LLC: CRM position timeline

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

BFSG, LLC held 16,249 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 16,249 shares
    Change vs previous 13F +1,032 shares

    0.23% of the 13F portfolio, value $2,545,627.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 15,217 shares
    Change vs previous 13F +4,660 shares

    0.27% of the 13F portfolio, value $2,840,587.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 10,557 shares
    Change vs previous 13F +511 shares

    0.27% of the 13F portfolio, value $2,796,719.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 10,046 shares
    Change vs previous 13F +9,684 shares

    0.23% of the 13F portfolio, value $2,380,929.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 362 shares
    Change vs previous 13F -3,436 shares

    0.01% of the 13F portfolio, value $98,740.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 3,798 shares
    Change vs previous 13F -104 shares

    0.12% of the 13F portfolio, value $1,019,323.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 3,902 shares
    Change vs previous 13F -152 shares

    0.15% of the 13F portfolio, value $1,304,640.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 4,054 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,109,662.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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