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Disclosery

Plancorp, LLC: CRM position timeline

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

Plancorp, LLC held 4,339 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,339 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $742,844.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 4,377 shares
    Change vs previous 13F -206 shares

    0.02% of the 13F portfolio, value $722,030.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 4,583 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $1,214,083.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 4,712 shares
    Change vs previous 13F -1,177 shares

    0.04% of the 13F portfolio, value $1,116,744.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 5,889 shares
    Change vs previous 13F +353 shares

    0.06% of the 13F portfolio, value $1,605,871.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 5,536 shares
    Change vs previous 13F -89 shares

    0.06% of the 13F portfolio, value $1,485,641.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 5,625 shares
    Change vs previous 13F +537 shares

    0.08% of the 13F portfolio, value $1,880,606.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 5,088 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,392,636.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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