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Disclosery

SFMG, LLC: CRM position timeline

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

SFMG, LLC held 25,409 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,409 shares
    Change vs previous 13F -1,631 shares

    0.24% of the 13F portfolio, value $3,980,535.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 27,040 shares
    Change vs previous 13F +768 shares

    0.35% of the 13F portfolio, value $5,047,564.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 26,272 shares
    Change vs previous 13F +1,291 shares

    0.47% of the 13F portfolio, value $6,959,772.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 24,981 shares
    Change vs previous 13F +1,821 shares

    0.41% of the 13F portfolio, value $5,920,490.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 23,160 shares
    Change vs previous 13F +191 shares

    0.47% of the 13F portfolio, value $6,315,617.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 22,969 shares
    Change vs previous 13F +4 shares

    0.49% of the 13F portfolio, value $6,163,945.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 22,965 shares
    Change vs previous 13F -383 shares

    0.61% of the 13F portfolio, value $7,678,009.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 23,348 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $6,390,693.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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