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NewEdge Advisors, LLC: CRM position timeline

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

NewEdge Advisors, LLC held 90,082 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,082 shares
    Change vs previous 13F +5,584 shares

    0.04% of the 13F portfolio, value $14,112,115.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 84,498 shares
    Change vs previous 13F +181 shares

    0.06% of the 13F portfolio, value $15,773,140.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 84,317 shares
    Change vs previous 13F +12,217 shares

    0.08% of the 13F portfolio, value $22,336,653.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 72,100 shares
    Change vs previous 13F -24,743 shares

    0.08% of the 13F portfolio, value $17,087,782.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 96,843 shares
    Change vs previous 13F +2,817 shares

    0.14% of the 13F portfolio, value $26,407,870.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 94,026 shares
    Change vs previous 13F -114 shares

    0.15% of the 13F portfolio, value $25,232,652.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 94,140 shares
    Change vs previous 13F +3,007 shares

    0.19% of the 13F portfolio, value $31,474,013.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 91,133 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $24,944,006.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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