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SGL Investment Advisors, Inc.: CRM position timeline

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

SGL Investment Advisors, Inc. held 1,878 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,878 shares
    Change vs previous 13F -930 shares

    0.13% of the 13F portfolio, value $370,924.

    13F-HR 0002043186-26-000003 filed by SGL Investment Advisors, Inc.
    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 2,808 shares
    Change vs previous 13F -64 shares

    0.19% of the 13F portfolio, value $498,392.

    13F-HR 0002043186-26-000002 filed by SGL Investment Advisors, Inc.
    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 2,872 shares
    Change vs previous 13F +255 shares

    0.22% of the 13F portfolio, value $545,594.

    13F-HR 0002043186-26-000001 filed by SGL Investment Advisors, Inc.
    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 2,617 shares
    Change vs previous 13F +1,557 shares

    0.28% of the 13F portfolio, value $683,927.

    13F-HR 0002043186-25-000006 filed by SGL Investment Advisors, Inc.
    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 1,060 shares
    Change vs previous 13F +307 shares

    0.14% of the 13F portfolio, value $290,069.

    13F-HR 0002043186-25-000004 filed by SGL Investment Advisors, Inc.
    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 753 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $210,644.

    13F-HR 0002043186-25-000003 filed by SGL Investment Advisors, Inc.
    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 738 shares
    Change vs previous 13F +51 shares

    0.12% of the 13F portfolio, value $240,677.

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, Inc.
    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 687 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $227,844.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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