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Parsonex Advisory Services, Inc.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Parsonex Advisory Services, Inc. on CRM, newest first. How the timeline and the estimate are built.

Parsonex Advisory Services, Inc. held 11,516 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,516 shares
    Change vs previous 13F -53 shares

    1.57% of the 13F portfolio, value $1,804,528.

    13F-HR 0002107398-26-000008 filed by Parsonex Advisory Services, Inc.
    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 11,569 shares
    Change vs previous 13F -1,419 shares

    2.11% of the 13F portfolio, value $2,159,585.

    13F-HR 0002107398-26-000004 filed by Parsonex Advisory Services, Inc.
    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 12,988 shares
    Change vs previous 13F +1,014 shares

    2.19% of the 13F portfolio, value $3,440,651.

    13F-HR 0002107398-26-000001 filed by Parsonex Advisory Services, Inc.
    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 11,974 shares
    Change vs previous 13F +3,350 shares

    1.93% of the 13F portfolio, value $2,837,838.

    13F-HR 0002107398-26-000003 filed by Parsonex Advisory Services, Inc.
    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 8,624 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $2,351,679.

    13F-HR 0002107398-26-000002 filed by Parsonex Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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