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First Affirmative Financial Network: CRM position timeline

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

First Affirmative Financial Network held 5,169 CRM shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 5,169 shares
    Change vs previous 13F +1,662 shares

    0.37% of the 13F portfolio, value $964,893.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,507 shares
    Change vs previous 13F +572 shares

    0.39% of the 13F portfolio, value $831,227.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,935 shares
    Change vs previous 13F -63 shares

    0.41% of the 13F portfolio, value $800,346.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,998 shares
    Change vs previous 13F +65 shares

    0.49% of the 13F portfolio, value $804,568.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,933 shares
    Change vs previous 13F +134 shares

    0.57% of the 13F portfolio, value $980,470.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,799 shares
    Change vs previous 13F +527 shares

    0.42% of the 13F portfolio, value $766,018.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 2,272 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $584,042.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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