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Disclosery

Ethic Inc.: CRM position timeline

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

Ethic Inc. held 109,633 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,633 shares
    Change vs previous 13F -7,743 shares

    0.21% of the 13F portfolio, value $17,175,051.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 117,376 shares
    Change vs previous 13F +10,701 shares

    0.34% of the 13F portfolio, value $21,910,602.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 106,675 shares
    Change vs previous 13F +4,296 shares

    0.43% of the 13F portfolio, value $28,259,377.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 102,379 shares
    Change vs previous 13F -455 shares

    0.4% of the 13F portfolio, value $24,263,828.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 102,834 shares
    Change vs previous 13F -1,831 shares

    0.5% of the 13F portfolio, value $28,117,000.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 104,665 shares
    Change vs previous 13F +5,161 shares

    0.57% of the 13F portfolio, value $28,280,412.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 99,504 shares
    Change vs previous 13F +15,921 shares

    0.67% of the 13F portfolio, value $33,267,230.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    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 83,583 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $25,173,429.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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