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Bragg Financial Advisors, Inc: CRM position timeline

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

Bragg Financial Advisors, Inc held 50,563 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,563 shares
    Change vs previous 13F -1,092 shares

    0.21% of the 13F portfolio, value $7,921,202.

    13F-HR 0001062993-26-004202 filed by Bragg Financial Advisors, 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 51,655 shares
    Change vs previous 13F +3,435 shares

    0.31% of the 13F portfolio, value $9,642,441.

    13F-HR 0001062993-26-002690 filed by Bragg Financial Advisors, 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 48,220 shares
    Change vs previous 13F +2,857 shares

    0.42% of the 13F portfolio, value $12,773,963.

    13F-HR 0001062993-26-000899 filed by Bragg Financial Advisors, 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 45,363 shares
    Change vs previous 13F +3,248 shares

    0.36% of the 13F portfolio, value $10,751,034.

    13F-HR 0001062993-25-016705 filed by Bragg Financial Advisors, 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 42,115 shares
    Change vs previous 13F +2,683 shares

    0.41% of the 13F portfolio, value $11,484,206.

    13F-HR 0001062993-25-014449 filed by Bragg Financial Advisors, 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 39,432 shares
    Change vs previous 13F +625 shares

    0.44% of the 13F portfolio, value $10,581,840.

    13F-HR 0001062993-25-009327 filed by Bragg Financial Advisors, 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 38,807 shares
    Change vs previous 13F +3,844 shares

    0.53% of the 13F portfolio, value $12,974,348.

    13F-HR 0001062993-25-002281 filed by Bragg Financial Advisors, 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 34,963 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $9,569,726.

    13F-HR 0001062993-24-019085 filed by Bragg Financial Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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