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Souders Financial Advisors: CRM position timeline

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

Souders Financial Advisors held 3,179 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,179 shares
    Change vs previous 13F -1,028 shares

    0.05% of the 13F portfolio, value $498,058.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 4,207 shares
    Change vs previous 13F +83 shares

    0.09% of the 13F portfolio, value $785,288.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 4,124 shares
    Change vs previous 13F +260 shares

    0.13% of the 13F portfolio, value $1,092,380.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 3,864 shares
    Change vs previous 13F +209 shares

    0.11% of the 13F portfolio, value $915,834.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 3,655 shares
    Change vs previous 13F -3,258 shares

    0.13% of the 13F portfolio, value $996,683.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 6,913 shares
    Change vs previous 13F +2,732 shares

    0.26% of the 13F portfolio, value $1,855,102.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 4,181 shares
    Change vs previous 13F -205 shares

    0.2% of the 13F portfolio, value $1,397,684.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 4,386 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,200,574.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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