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Pegasus Asset Management, Inc.: CRM position timeline

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

Pegasus Asset Management, Inc. held 13,179 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,179 shares
    Change vs previous 13F -11,777 shares

    0.59% of the 13F portfolio, value $2,064,623.

    13F-HR 0001729049-26-000006 filed by Pegasus Asset Management, 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/A 24,956 shares
    Change vs previous 13F +7,446 shares

    1.49% of the 13F portfolio, value $4,658,537.

    13F-HR/A 0001729049-26-000005 filed by Pegasus Asset Management, 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/A 17,510 shares
    Change vs previous 13F +499 shares

    1.43% of the 13F portfolio, value $4,638,575.

    13F-HR/A 0001729049-26-000004 filed by Pegasus Asset Management, 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/A 17,011 shares
    Change vs previous 13F +314 shares

    1.29% of the 13F portfolio, value $4,031,607.

    13F-HR/A 0001729049-26-000003 filed by Pegasus Asset Management, 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 16,697 shares
    Change vs previous 13F +292 shares

    1.56% of the 13F portfolio, value $4,553,105.

    13F-HR 0001729049-25-000006 filed by Pegasus Asset Management, Inc.
    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 16,405 shares
    Change vs previous 13F +241 shares

    1.76% of the 13F portfolio, value $4,402,446.

    13F-HR 0001729049-25-000005 filed by Pegasus Asset Management, Inc.
    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 16,164 shares
    Change vs previous 13F +109 shares

    2.04% of the 13F portfolio, value $5,404,111.

    13F-HR 0001729049-25-000001 filed by Pegasus Asset Management, Inc.
    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 16,055 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $4,394,415.

    13F-HR 0001729049-24-000006 filed by Pegasus Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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