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Glen Eagle Advisors, LLC: CRM position timeline

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

Glen Eagle Advisors, LLC held 13,719 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,719 shares
    Change vs previous 13F +5,904 shares

    0.27% of the 13F portfolio, value $2,149,230.

    13F-HR 0002029317-26-000004 filed by Glen Eagle 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 7,815 shares
    Change vs previous 13F -3,283 shares

    0.2% of the 13F portfolio, value $1,458,785.

    13F-HR 0002029317-26-000003 filed by Glen Eagle 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 11,098 shares
    Change vs previous 13F +673 shares

    0.4% of the 13F portfolio, value $2,939,972.

    13F-HR 0002029317-26-000001 filed by Glen Eagle 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 10,425 shares
    Change vs previous 13F +2,631 shares

    0.34% of the 13F portfolio, value $2,470,825.

    13F-HR 0002029317-25-000008 filed by Glen Eagle 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 7,794 shares
    Change vs previous 13F +1,289 shares

    0.33% of the 13F portfolio, value $2,125,236.

    13F-HR 0002029317-25-000004 filed by Glen Eagle 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 6,505 shares
    Change vs previous 13F +1,346 shares

    0.29% of the 13F portfolio, value $1,745,702.

    13F-HR 0002029317-25-000003 filed by Glen Eagle 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 5,159 shares
    Change vs previous 13F +476 shares

    0.29% of the 13F portfolio, value $1,724,709.

    13F-HR 0002029317-25-000001 filed by Glen Eagle 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 4,683 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,281,909.

    13F-HR 0002029317-24-000036 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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