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Private Advisor Group, LLC: CRM position timeline

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

Private Advisor Group, LLC held 39,473 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,473 shares
    Change vs previous 13F -9,616 shares

    0.03% of the 13F portfolio, value $6,183,840.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 49,089 shares
    Change vs previous 13F -10,202 shares

    0.04% of the 13F portfolio, value $9,163,457.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 59,291 shares
    Change vs previous 13F -10,394 shares

    0.07% of the 13F portfolio, value $15,706,782.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 69,685 shares
    Change vs previous 13F -9,103 shares

    0.08% of the 13F portfolio, value $16,515,564.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 78,788 shares
    Change vs previous 13F +845 shares

    0.12% of the 13F portfolio, value $21,484,665.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 77,943 shares
    Change vs previous 13F +7,490 shares

    0.13% of the 13F portfolio, value $20,916,715.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 70,453 shares
    Change vs previous 13F -946 shares

    0.13% of the 13F portfolio, value $23,554,704.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 71,399 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $19,542,654.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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