Skip to content
Disclosery

Convergence Investment Partners, LLC: CRM position timeline

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

Convergence Investment Partners, LLC held 32,218 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,218 shares
    Change vs previous 13F +31,122 shares

    0.48% of the 13F portfolio, value $5,047,326.

    13F-HR 0001580642-26-004768 filed by Convergence Investment Partners, 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 1,096 shares
    Change vs previous 13F -8,750 shares

    0.03% of the 13F portfolio, value $204,647.

    13F-HR 0001580642-26-003061 filed by Convergence Investment Partners, 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 9,846 shares
    Change vs previous 13F +8,625 shares

    0.52% of the 13F portfolio, value $2,608,377.

    13F-HR 0001580642-26-000812 filed by Convergence Investment Partners, 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 1,221 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $289,435.

    13F-HR 0001580642-25-006974 filed by Convergence Investment Partners, 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 1,223 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $333,559.

    13F-HR 0001580642-25-004698 filed by Convergence Investment Partners, 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 1,292 shares
    Change vs previous 13F -319 shares

    0.1% of the 13F portfolio, value $346,771.

    13F-HR 0001580642-25-002881 filed by Convergence Investment Partners, 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 1,611 shares
    Change vs previous 13F -11 shares

    0.12% of the 13F portfolio, value $538,660.

    13F-HR 0001580642-25-000637 filed by Convergence Investment Partners, 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 1,622 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $443,988.

    13F-HR 0001580642-24-006418 filed by Convergence Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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