EdgeRock Capital LLC: CRM position timeline

EdgeRock Capital LLC held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,255 shares

   13F-HR 0001908378-26-000003 filed by EdgeRock Capital LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,255 shares

   Change vs previous 13F +78 shares

   0.09% of the 13F portfolio, value $332,489.

   13F-HR 0001908378-26-000001 filed by EdgeRock Capital LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 1,177 shares

   Change vs previous 13F +51 shares

   0.08% of the 13F portfolio, value $278,968.

   13F-HR 0001908378-25-000008 filed by EdgeRock Capital LLC
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 1,126 shares

   Change vs previous 13F +69 shares

   0.1% of the 13F portfolio, value $307,652.

   13F-HR 0001908378-25-000003 filed by EdgeRock Capital LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 1,057 shares

   Change vs previous 13F -45 shares

   0.2% of the 13F portfolio, value $283,698.

   13F-HR 0001908378-25-000002 filed by EdgeRock Capital LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 1,102 shares

   Change vs previous 13F +156 shares

   0.24% of the 13F portfolio, value $368,470.

   13F-HR 0001908378-25-000001 filed by EdgeRock Capital LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 946 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $258,946.

   13F-HR 0001908378-24-000005 filed by EdgeRock Capital LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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