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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: CRM position timeline

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

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 68,157 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,157 shares
    Change vs previous 13F -7,614 shares

    0.59% of the 13F portfolio, value $10,677,444.

    13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 75,771 shares
    Change vs previous 13F +9,133 shares

    0.75% of the 13F portfolio, value $14,144,081.

    13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 66,638 shares
    Change vs previous 13F +461 shares

    0.91% of the 13F portfolio, value $17,653,164.

    13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 66,177 shares
    Change vs previous 13F +2,386 shares

    0.8% of the 13F portfolio, value $15,684,000.

    13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 63,791 shares
    Change vs previous 13F +1,217 shares

    0.92% of the 13F portfolio, value $17,395,208.

    13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 62,574 shares
    Change vs previous 13F +500 shares

    0.97% of the 13F portfolio, value $16,792,378.

    13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 62,074 shares
    Change vs previous 13F -569 shares

    1.2% of the 13F portfolio, value $20,753,227.

    13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, 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 62,643 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $17,146,033.

    13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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