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Disclosery

Persium Advisors, LLC: CRM position timeline

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

Persium Advisors, LLC held 4,466 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,466 shares
    Change vs previous 13F +119 shares

    0.54% of the 13F portfolio, value $1,025,260.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 4,347 shares
    Change vs previous 13F +653 shares

    0.44% of the 13F portfolio, value $681,001.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 3,694 shares
    Change vs previous 13F +1,015 shares

    0.54% of the 13F portfolio, value $689,559.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 2,679 shares
    Change vs previous 13F +195 shares

    0.52% of the 13F portfolio, value $709,694.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 2,484 shares
    Change vs previous 13F +410 shares

    0.44% of the 13F portfolio, value $588,708.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 2,074 shares
    Change vs previous 13F +121 shares

    0.47% of the 13F portfolio, value $565,559.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 1,953 shares
    Change vs previous 13F +134 shares

    0.5% of the 13F portfolio, value $524,107.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 1,819 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $608,146.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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