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CAPTRUST FINANCIAL ADVISORS: CRM position timeline

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

CAPTRUST FINANCIAL ADVISORS held 648,385 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 648,385 shares
    Change vs previous 13F +320,749 shares

    0.16% of the 13F portfolio, value $101,575,947.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 327,636 shares
    Change vs previous 13F +198,864 shares

    0.11% of the 13F portfolio, value $61,158,628.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 128,772 shares
    Change vs previous 13F +19,614 shares

    0.06% of the 13F portfolio, value $34,112,932.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 109,158 shares
    Change vs previous 13F -11,390 shares

    0.05% of the 13F portfolio, value $25,870,545.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 120,548 shares
    Change vs previous 13F -182,853 shares

    0.07% of the 13F portfolio, value $32,872,112.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 303,401 shares
    Change vs previous 13F +58,806 shares

    0.2% of the 13F portfolio, value $81,420,593.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 244,595 shares
    Change vs previous 13F +192,526 shares

    0.23% of the 13F portfolio, value $81,775,554.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 52,069 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,251,805.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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