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Curi Capital, LLC: CRM position timeline

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

Curi Capital, LLC held 12,446 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,446 shares
    Change vs previous 13F -6,426 shares

    0.03% of the 13F portfolio, value $1,955,794.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 18,872 shares
    Change vs previous 13F -155,305 shares

    0.06% of the 13F portfolio, value $3,522,894.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 174,177 shares
    Change vs previous 13F +5,151 shares

    0.8% of the 13F portfolio, value $46,207,821.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 169,026 shares
    Change vs previous 13F -1,998 shares

    0.74% of the 13F portfolio, value $40,126,525.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 171,024 shares
    Change vs previous 13F +11,736 shares

    0.89% of the 13F portfolio, value $46,704,516.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 159,288 shares
    Change vs previous 13F -5,336 shares

    1.05% of the 13F portfolio, value $42,746,543.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 164,624 shares
    Change vs previous 13F -11,898 shares

    1.27% of the 13F portfolio, value $55,038,598.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 176,522 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $48,315,849.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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