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SHELTON CAPITAL MANAGEMENT: CRM position timeline

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

SHELTON CAPITAL MANAGEMENT held 63,998 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,998 shares
    Change vs previous 13F -745 shares

    0.19% of the 13F portfolio, value $10,025,927.

    13F-HR 0001999371-26-017998 filed by SHELTON CAPITAL MANAGEMENT
    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 64,743 shares
    Change vs previous 13F +8,544 shares

    0.26% of the 13F portfolio, value $12,085,576.

    13F-HR 0001999371-26-010847 filed by SHELTON CAPITAL MANAGEMENT
    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 56,199 shares
    Change vs previous 13F +11,700 shares

    0.29% of the 13F portfolio, value $14,887,677.

    13F-HR 0001999371-26-003406 filed by SHELTON CAPITAL MANAGEMENT
    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 44,499 shares
    Change vs previous 13F -556 shares

    0.23% of the 13F portfolio, value $10,546,263.

    13F-HR 0001999371-25-017880 filed by SHELTON CAPITAL MANAGEMENT
    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 45,055 shares
    Change vs previous 13F +7,805 shares

    0.28% of the 13F portfolio, value $12,286,048.

    13F-HR 0001999371-25-011223 filed by SHELTON CAPITAL MANAGEMENT
    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 37,250 shares
    Change vs previous 13F -7,324 shares

    0.24% of the 13F portfolio, value $9,996,410.

    13F-HR 0001999371-25-006211 filed by SHELTON CAPITAL MANAGEMENT
    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 44,574 shares
    Change vs previous 13F +7,598 shares

    0.37% of the 13F portfolio, value $14,902,425.

    13F-HR 0001839882-25-008781 filed by SHELTON CAPITAL MANAGEMENT
    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 36,976 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,120,701.

    13F-HR 0001999371-24-014737 filed by SHELTON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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