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Disclosery

Sigma Planning Corp: CRM position timeline

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

Sigma Planning Corp held 18,891 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,891 shares
    Change vs previous 13F +1,517 shares

    0.07% of the 13F portfolio, value $2,960,157.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 17,374 shares
    Change vs previous 13F -6,346 shares

    0.09% of the 13F portfolio, value $3,243,288.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 23,720 shares
    Change vs previous 13F -681 shares

    0.18% of the 13F portfolio, value $6,371,135.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 24,401 shares
    Change vs previous 13F +387 shares

    0.16% of the 13F portfolio, value $5,783,112.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 24,014 shares
    Change vs previous 13F +1,141 shares

    0.2% of the 13F portfolio, value $6,548,307.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 22,873 shares
    Change vs previous 13F -2,747 shares

    0.2% of the 13F portfolio, value $6,138,241.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 25,620 shares
    Change vs previous 13F +617 shares

    0.27% of the 13F portfolio, value $8,565,385.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 25,003 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,843,486.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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