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CEERA INVESTMENTS, LLC: CRM position timeline

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

CEERA INVESTMENTS, LLC held 20,779 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,779 shares
    Change vs previous 13F -794 shares

    1.38% of the 13F portfolio, value $3,255,238.

    13F-HR 0001860698-26-000003 filed by CEERA INVESTMENTS, 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 21,573 shares
    Change vs previous 13F +1,058 shares

    1.77% of the 13F portfolio, value $4,027,032.

    13F-HR 0001860698-26-000002 filed by CEERA INVESTMENTS, 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 20,515 shares
    Change vs previous 13F -1,292 shares

    2.1% of the 13F portfolio, value $5,434,629.

    13F-HR 0001860698-26-000001 filed by CEERA INVESTMENTS, 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 21,807 shares
    Change vs previous 13F -1,090 shares

    1.61% of the 13F portfolio, value $5,168,259.

    13F-HR 0001860698-25-000005 filed by CEERA INVESTMENTS, 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 22,897 shares
    Change vs previous 13F -320 shares

    1.91% of the 13F portfolio, value $6,243,783.

    13F-HR 0001860698-25-000004 filed by CEERA INVESTMENTS, 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 23,217 shares
    Change vs previous 13F +19 shares

    2.15% of the 13F portfolio, value $6,230,514.

    13F-HR 0001860698-25-000002 filed by CEERA INVESTMENTS, 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 23,198 shares
    Change vs previous 13F -315 shares

    2.66% of the 13F portfolio, value $7,755,787.

    13F-HR 0001860698-25-000001 filed by CEERA INVESTMENTS, 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 23,513 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $6,435,743.

    13F-HR 0001860698-24-000004 filed by CEERA INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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