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Disclosery

SP Asset Management LLC: CRM position timeline

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

SP Asset Management LLC held 20,993 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,993 shares
    Change vs previous 13F -2,279 shares

    0.26% of the 13F portfolio, value $3,288,703.

    13F-HR 0001962086-26-000005 filed by SP 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 23,272 shares
    Change vs previous 13F -553 shares

    0.38% of the 13F portfolio, value $4,344,276.

    13F-HR 0001962086-26-000004 filed by SP 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 23,825 shares
    Change vs previous 13F -154 shares

    0.5% of the 13F portfolio, value $6,311,596.

    13F-HR 0001962086-26-000001 filed by SP 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 23,979 shares
    Change vs previous 13F -896 shares

    0.45% of the 13F portfolio, value $5,683,088.

    13F-HR 0001962086-25-000007 filed by SP 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 24,875 shares
    Change vs previous 13F +43 shares

    0.56% of the 13F portfolio, value $6,783,069.

    13F-HR 0001962086-25-000004 filed by SP 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 24,832 shares
    Change vs previous 13F -33 shares

    0.59% of the 13F portfolio, value $6,663,882.

    13F-HR 0001962086-25-000003 filed by SP 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 24,865 shares
    Change vs previous 13F -732 shares

    0.7% of the 13F portfolio, value $8,313,124.

    13F-HR 0001962086-25-000001 filed by SP 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 25,597 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $7,006,261.

    13F-HR 0001962086-24-000006 filed by SP Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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