Skip to content
Disclosery

D.A. DAVIDSON & CO.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on CRM, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 40,980 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,980 shares
    Change vs previous 13F +1,892 shares

    0.04% of the 13F portfolio, value $6,420,062.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 39,088 shares
    Change vs previous 13F -18,653 shares

    0.04% of the 13F portfolio, value $7,296,588.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 57,741 shares
    Change vs previous 13F +16,238 shares

    0.09% of the 13F portfolio, value $15,296,361.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 41,503 shares
    Change vs previous 13F -3,566 shares

    0.06% of the 13F portfolio, value $9,836,293.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 45,069 shares
    Change vs previous 13F -3,497 shares

    0.09% of the 13F portfolio, value $12,289,945.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 48,566 shares
    Change vs previous 13F -13,473 shares

    0.1% of the 13F portfolio, value $13,033,214.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 62,039 shares
    Change vs previous 13F +2,747 shares

    0.17% of the 13F portfolio, value $20,741,507.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 59,292 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $16,228,841.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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