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Disclosery

Roundview Capital LLC: CRM position timeline

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

Roundview Capital LLC held 10,017 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,017 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $1,569,264.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 10,417 shares
    Change vs previous 13F -766 shares

    0.12% of the 13F portfolio, value $1,944,542.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 11,183 shares
    Change vs previous 13F +67 shares

    0.18% of the 13F portfolio, value $2,962,489.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 11,116 shares
    Change vs previous 13F -230 shares

    0.17% of the 13F portfolio, value $2,634,492.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 11,346 shares
    Change vs previous 13F +589 shares

    0.21% of the 13F portfolio, value $3,093,884.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 10,757 shares
    Change vs previous 13F -337 shares

    0.21% of the 13F portfolio, value $2,886,645.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 11,094 shares
    Change vs previous 13F +380 shares

    0.26% of the 13F portfolio, value $3,709,216.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 10,714 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,932,617.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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