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Disclosery

Full Sail Capital, LLC: CRM position timeline

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

Full Sail Capital, LLC held 1,370 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,370 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $324,690.

    13F-HR 0001757617-25-000003 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,331 shares
    Change vs previous 13F +397 shares

    0.02% of the 13F portfolio, value $362,950.

    13F-HR 0001765380-25-000376 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 934 shares
    Change vs previous 13F +136 shares

    0.02% of the 13F portfolio, value $250,648.

    13F-HR 0001765380-25-000233 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 798 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $266,795.

    13F-HR 0001765380-25-000105 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 731 shares
    Change vs previous 13F +731 shares

    0.01% of the 13F portfolio, value $200,082.

    13F-HR 0001765380-24-000453 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -704 shares

    13F-HR 0001765380-24-000363 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  7. period ended2024-03-31
    13F 704 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,031.

    13F-HR 0001765380-24-000223 filed by Full Sail Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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