Hixon Zuercher, LLC: CRM position timeline

Hixon Zuercher, LLC held 16,779 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 16,779 shares

   Change vs previous 13F -216 shares

   1.11% of the 13F portfolio, value $3,851,983.

   13F-HR 0002085853-26-001143 filed by Hixon Zuercher, LLC
   Accepted 2026-10-13 12:35:50 UTC, ingested 2026-10-13 12:37:14 UTC

2. period ended2026-06-30

   13F 16,995 shares

   Change vs previous 13F -59 shares

   0.78% of the 13F portfolio, value $2,662,503.

   13F-HR 0002085853-26-000772 filed by Hixon Zuercher, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 17,054 shares

   Change vs previous 13F +2,332 shares

   0.99% of the 13F portfolio, value $3,183,437.

   13F-HR 0002085853-26-000411 filed by Hixon Zuercher, LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 14,722 shares

   Change vs previous 13F +396 shares

   1.18% of the 13F portfolio, value $3,899,889.

   13F-HR 0002085853-26-000082 filed by Hixon Zuercher, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 14,326 shares

   Change vs previous 13F -43 shares

   1.03% of the 13F portfolio, value $3,395,211.

   13F-HR 0002085853-25-000070 filed by Hixon Zuercher, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 14,369 shares

   Change vs previous 13F +78 shares

   1.27% of the 13F portfolio, value $3,918,167.

   13F-HR 0001667731-25-001033 filed by Hixon Zuercher, LLC
   Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 14,291 shares

   Change vs previous 13F +235 shares

   1.35% of the 13F portfolio, value $3,835,135.

   13F-HR 0001667731-25-000533 filed by Hixon Zuercher, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 14,056 shares

   Change vs previous 13F not available

   1.81% of the 13F portfolio, value $4,699,458.

   13F-HR 0001667731-25-000096 filed by Hixon Zuercher, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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