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Disclosery

Roxbury Financial LLC: CRM position timeline

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

Roxbury Financial LLC held 3,835 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,835 shares
    Change vs previous 13F -114 shares

    0.68% of the 13F portfolio, value $880,360.

    13F-HR 0002054149-26-000004 filed by Roxbury Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,949 shares
    Change vs previous 13F +590 shares

    0.49% of the 13F portfolio, value $618,589.

    13F-HR 0002054149-26-000003 filed by Roxbury Financial 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 3,359 shares
    Change vs previous 13F +176 shares

    0.56% of the 13F portfolio, value $626,968.

    13F-HR 0002054149-26-000002 filed by Roxbury Financial 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 3,183 shares
    Change vs previous 13F -13 shares

    0.76% of the 13F portfolio, value $843,340.

    13F-HR 0002054149-26-000001 filed by Roxbury Financial 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 3,196 shares
    Change vs previous 13F +119 shares

    0.7% of the 13F portfolio, value $757,564.

    13F-HR 0002054149-25-000006 filed by Roxbury Financial 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 3,077 shares
    Change vs previous 13F -50 shares

    0.82% of the 13F portfolio, value $839,040.

    13F-HR 0002054149-25-000004 filed by Roxbury Financial 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 3,127 shares
    Change vs previous 13F -61 shares

    0.91% of the 13F portfolio, value $931,423.

    13F-HR 0002054149-25-000003 filed by Roxbury Financial 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 3,188 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,052,068.

    13F-HR 0002054149-25-000001 filed by Roxbury Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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