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Frank, Rimerman Advisors LLC: CRM position timeline

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

Frank, Rimerman Advisors LLC held 9,636 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,636 shares
    Change vs previous 13F -3,541 shares

    0.09% of the 13F portfolio, value $1,509,576.

    13F-HR 0001172661-26-002823 filed by Frank, Rimerman Advisors 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 13,177 shares
    Change vs previous 13F -71 shares

    0.16% of the 13F portfolio, value $2,459,750.

    13F-HR 0001172661-26-001573 filed by Frank, Rimerman Advisors 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 13,248 shares
    Change vs previous 13F +1,251 shares

    0.22% of the 13F portfolio, value $3,509,528.

    13F-HR 0001172661-26-000203 filed by Frank, Rimerman Advisors 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 11,997 shares
    Change vs previous 13F -4,557 shares

    0.18% of the 13F portfolio, value $2,843,289.

    13F-HR 0001172661-25-004566 filed by Frank, Rimerman Advisors 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 16,554 shares
    Change vs previous 13F -886 shares

    0.3% of the 13F portfolio, value $4,514,110.

    13F-HR 0001172661-25-002995 filed by Frank, Rimerman Advisors 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 17,440 shares
    Change vs previous 13F -637 shares

    0.37% of the 13F portfolio, value $4,680,198.

    13F-HR 0001172661-25-001659 filed by Frank, Rimerman Advisors 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 18,077 shares
    Change vs previous 13F +1,274 shares

    0.44% of the 13F portfolio, value $6,043,683.

    13F-HR 0001172661-25-000600 filed by Frank, Rimerman Advisors 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 16,803 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,599,149.

    13F-HR 0001172661-24-004348 filed by Frank, Rimerman Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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