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Disclosery

&PARTNERS: CRM position timeline

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

&PARTNERS held 276,936 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 276,936 shares
    Change vs previous 13F +104,713 shares

    0.18% of the 13F portfolio, value $43,375,365.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 172,223 shares
    Change vs previous 13F +26,991 shares

    0.16% of the 13F portfolio, value $32,158,649.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 145,232 shares
    Change vs previous 13F +61,589 shares

    0.2% of the 13F portfolio, value $38,483,775.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 83,643 shares
    Change vs previous 13F +6,570 shares

    0.13% of the 13F portfolio, value $19,760,531.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 77,073 shares
    Change vs previous 13F +26,072 shares

    0.16% of the 13F portfolio, value $21,065,594.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 51,001 shares
    Change vs previous 13F +6,922 shares

    0.15% of the 13F portfolio, value $13,733,941.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 44,079 shares
    Change vs previous 13F +18,670 shares

    0.18% of the 13F portfolio, value $14,681,423.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 25,409 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,926,604.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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