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Sovran Advisors, LLC: CRM position timeline

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

Sovran Advisors, LLC held 11,181 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,181 shares
    Change vs previous 13F -1,446 shares

    0.15% of the 13F portfolio, value $2,029,326.

    13F-HR 0002051471-26-000004 filed by Sovran Advisors, 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 12,627 shares
    Change vs previous 13F +2,611 shares

    0.17% of the 13F portfolio, value $2,229,087.

    13F-HR 0002051471-26-000003 filed by Sovran Advisors, 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 10,016 shares
    Change vs previous 13F +2,913 shares

    0.2% of the 13F portfolio, value $2,339,125.

    13F-HR 0002051471-26-000001 filed by Sovran Advisors, 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 7,103 shares
    Change vs previous 13F +2,116 shares

    0.16% of the 13F portfolio, value $1,822,897.

    13F-HR 0002051471-25-000007 filed by Sovran Advisors, 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 4,987 shares
    Change vs previous 13F +1,461 shares

    0.14% of the 13F portfolio, value $1,364,703.

    13F-HR 0002051471-25-000004 filed by Sovran Advisors, 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 3,526 shares
    Change vs previous 13F +580 shares

    0.11% of the 13F portfolio, value $871,843.

    13F-HR 0002051471-25-000003 filed by Sovran Advisors, 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 2,946 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $953,160.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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