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Disclosery

Platform Technology Partners: CRM position timeline

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

Platform Technology Partners held 1,784 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,784 shares
    Change vs previous 13F -685 shares

    0.05% of the 13F portfolio, value $279,464.

    13F-HR 0001830817-26-000003 filed by Platform Technology 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 2,469 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $460,850.

    13F-HR 0001830817-26-000002 filed by Platform Technology 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 2,343 shares
    Change vs previous 13F -305 shares

    0.13% of the 13F portfolio, value $620,614.

    13F-HR 0001830817-26-000001 filed by Platform Technology 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 2,648 shares
    Change vs previous 13F -4,472 shares

    0.15% of the 13F portfolio, value $627,679.

    13F-HR 0001830817-25-000008 filed by Platform Technology 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 7,120 shares
    Change vs previous 13F +434 shares

    0.51% of the 13F portfolio, value $1,941,502.

    13F-HR 0001830817-25-000005 filed by Platform Technology 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 6,686 shares
    Change vs previous 13F +867 shares

    0.52% of the 13F portfolio, value $1,794,124.

    13F-HR 0001830817-25-000002 filed by Platform Technology 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 5,819 shares
    Change vs previous 13F -24 shares

    0.59% of the 13F portfolio, value $1,945,580.

    13F-HR 0001830817-25-000001 filed by Platform Technology 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 5,843 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,599,211.

    13F-HR 0001830817-24-000004 filed by Platform Technology Partners
    Filed (acceptance time not in the bulk data set), ingested

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