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MAI Capital Management: CRM position timeline

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

MAI Capital Management held 46,493 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 46,493 shares
    Change vs previous 13F +5,895 shares

    0.03% of the 13F portfolio, value $7,287,113.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 40,598 shares
    Change vs previous 13F +5,442 shares

    0.04% of the 13F portfolio, value $7,578,458.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 35,156 shares
    Change vs previous 13F -1,420 shares

    0.05% of the 13F portfolio, value $9,313,117.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 36,576 shares
    Change vs previous 13F -1,583 shares

    0.05% of the 13F portfolio, value $8,668,526.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 38,159 shares
    Change vs previous 13F -11,285 shares

    0.07% of the 13F portfolio, value $10,405,597.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 49,444 shares
    Change vs previous 13F +3,363 shares

    0.1% of the 13F portfolio, value $13,268,708.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 46,081 shares
    Change vs previous 13F +6,452 shares

    0.11% of the 13F portfolio, value $15,406,207.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 39,629 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,846,989.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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