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Disclosery

SIGNATUREFD, LLC: CRM position timeline

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

SIGNATUREFD, LLC held 20,230 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,230 shares
    Change vs previous 13F -1,051 shares

    0.04% of the 13F portfolio, value $3,169,236.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 21,281 shares
    Change vs previous 13F -187 shares

    0.06% of the 13F portfolio, value $3,972,518.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 21,468 shares
    Change vs previous 13F -414 shares

    0.09% of the 13F portfolio, value $5,687,104.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 21,882 shares
    Change vs previous 13F +545 shares

    0.08% of the 13F portfolio, value $5,186,138.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 21,337 shares
    Change vs previous 13F +396 shares

    0.1% of the 13F portfolio, value $5,818,505.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 20,941 shares
    Change vs previous 13F +1,120 shares

    0.11% of the 13F portfolio, value $5,619,639.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 19,821 shares
    Change vs previous 13F +956 shares

    0.13% of the 13F portfolio, value $6,626,783.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 18,865 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,163,567.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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