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RPG Investment Advisory, LLC: CRM position timeline

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

RPG Investment Advisory, LLC held 56,031 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,031 shares
    Change vs previous 13F +650 shares

    0.9% of the 13F portfolio, value $8,777,816.

    13F-HR 0001172661-26-003029 filed by RPG Investment Advisory, 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 55,381 shares
    Change vs previous 13F +5,878 shares

    1.25% of the 13F portfolio, value $10,337,971.

    13F-HR 0001172661-26-001926 filed by RPG Investment Advisory, 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 49,503 shares
    Change vs previous 13F +55 shares

    1.49% of the 13F portfolio, value $13,113,840.

    13F-HR 0001172661-26-000227 filed by RPG Investment Advisory, 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 49,448 shares
    Change vs previous 13F +1,014 shares

    1.38% of the 13F portfolio, value $11,719,176.

    13F-HR 0001172661-25-004391 filed by RPG Investment Advisory, 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 48,434 shares
    Change vs previous 13F -29,770 shares

    1.64% of the 13F portfolio, value $13,207,467.

    13F-HR 0001172661-25-003083 filed by RPG Investment Advisory, 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 78,204 shares
    Change vs previous 13F +40,057 shares

    1.5% of the 13F portfolio, value $20,986,825.

    13F-HR 0001172661-25-001842 filed by RPG Investment Advisory, 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 38,147 shares
    Change vs previous 13F +46 shares

    1.71% of the 13F portfolio, value $12,753,687.

    13F-HR 0001172661-25-000482 filed by RPG Investment Advisory, 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 38,101 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $10,428,625.

    13F-HR 0001172661-24-004467 filed by RPG Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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