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Callahan Advisors, LLC: CRM position timeline

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

Callahan Advisors, LLC held 17,769 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,769 shares
    Change vs previous 13F -5,244 shares

    0.21% of the 13F portfolio, value $2,783,733.

    13F-HR 0001140361-26-030698 filed by Callahan 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 ended2026-03-31
    13F 23,013 shares
    Change vs previous 13F -13,624 shares

    0.36% of the 13F portfolio, value $4,295,764.

    13F-HR 0001140361-26-020771 filed by Callahan 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 ended2025-12-31
    13F 36,637 shares
    Change vs previous 13F -3,782 shares

    0.8% of the 13F portfolio, value $9,705,485.

    13F-HR 0001140361-26-004098 filed by Callahan 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 ended2025-09-30
    13F 40,419 shares
    Change vs previous 13F +7,325 shares

    0.81% of the 13F portfolio, value $9,579,382.

    13F-HR 0001140361-25-039992 filed by Callahan 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 ended2025-06-30
    13F 33,094 shares
    Change vs previous 13F +1,660 shares

    0.81% of the 13F portfolio, value $9,024,311.

    13F-HR 0001140361-25-027574 filed by Callahan 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 ended2025-03-31
    13F 31,434 shares
    Change vs previous 13F +1,068 shares

    0.8% of the 13F portfolio, value $8,435,672.

    13F-HR 0001140361-25-016719 filed by Callahan 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 ended2024-12-31
    13F 30,366 shares
    Change vs previous 13F +377 shares

    0.96% of the 13F portfolio, value $10,152,286.

    13F-HR 0001140361-25-002693 filed by Callahan 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 ended2024-09-30
    13F 29,989 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $8,208,334.

    13F-HR 0001140361-24-044615 filed by Callahan Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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