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Fortis Capital Management LLC: CRM position timeline

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

Fortis Capital Management LLC held 40,293 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,293 shares
    Change vs previous 13F +9,618 shares

    0.71% of the 13F portfolio, value $6,312,309.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 30,675 shares
    Change vs previous 13F +3,010 shares

    0.77% of the 13F portfolio, value $5,726,095.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 27,665 shares
    Change vs previous 13F +1,459 shares

    0.97% of the 13F portfolio, value $7,328,787.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management 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 26,206 shares
    Change vs previous 13F +2,441 shares

    0.87% of the 13F portfolio, value $6,210,761.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management 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 23,765 shares
    Change vs previous 13F +8,232 shares

    1.01% of the 13F portfolio, value $6,480,403.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management 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 15,533 shares
    Change vs previous 13F +1,585 shares

    0.81% of the 13F portfolio, value $4,168,528.

    13F-HR 0001398344-25-009073 filed by Fortis Capital Management 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 13,948 shares
    Change vs previous 13F +3,164 shares

    0.87% of the 13F portfolio, value $4,663,135.

    13F-HR 0001398344-25-002414 filed by Fortis Capital Management 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 10,784 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,951,646.

    13F-HR 0001398344-24-020028 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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