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Smartleaf Asset Management LLC: CRM position timeline

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

Smartleaf Asset Management LLC held 16,232 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,232 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $2,563,650.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset Management 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 16,232 shares
    Change vs previous 13F -565 shares

    0.11% of the 13F portfolio, value $3,003,559.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset Management 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 16,797 shares
    Change vs previous 13F +7,252 shares

    0.17% of the 13F portfolio, value $4,466,810.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset Management 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 9,545 shares
    Change vs previous 13F +1,877 shares

    0.14% of the 13F portfolio, value $2,339,529.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset Management 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 7,668 shares
    Change vs previous 13F -1,430 shares

    0.18% of the 13F portfolio, value $2,096,682.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset Management 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 9,098 shares
    Change vs previous 13F +352 shares

    0.24% of the 13F portfolio, value $2,456,235.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset Management 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 8,746 shares
    Change vs previous 13F +1,753 shares

    0.3% of the 13F portfolio, value $2,936,624.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset Management 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 6,993 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,934,789.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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