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Bristlecone Advisors, LLC: CRM position timeline

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

Bristlecone Advisors, LLC held 3,194 CRM shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,194 shares
    Change vs previous 13F -1,987 shares

    0.06% of the 13F portfolio, value $756,978.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,181 shares
    Change vs previous 13F -5,561 shares

    0.12% of the 13F portfolio, value $1,412,807.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 10,742 shares
    Change vs previous 13F +3,566 shares

    0.24% of the 13F portfolio, value $2,882,724.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 7,176 shares
    Change vs previous 13F -156 shares

    0.19% of the 13F portfolio, value $2,399,153.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 7,332 shares
    Change vs previous 13F +60 shares

    0.16% of the 13F portfolio, value $2,006,842.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,272 shares
    Change vs previous 13F -86 shares

    0.16% of the 13F portfolio, value $1,869,632.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,358 shares
    Change vs previous 13F +289 shares

    0.19% of the 13F portfolio, value $2,216,083.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 7,069 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,860,137.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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