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St. Clair Advisors, LLC: CRM position timeline

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

St. Clair Advisors, LLC held 5,459 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,459 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $855,206.

    13F-HR 0002056292-26-000003 filed by St. Clair 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 5,459 shares
    Change vs previous 13F +110 shares

    0.27% of the 13F portfolio, value $1,019,031.

    13F-HR 0002056292-26-000002 filed by St. Clair 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 5,349 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,417,003.

    13F-HR 0002056292-26-000001 filed by St. Clair 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 5,349 shares
    Change vs previous 13F +75 shares

    0.34% of the 13F portfolio, value $1,267,713.

    13F-HR 0002056292-25-000026 filed by St. Clair 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 5,274 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,438,167.

    13F-HR 0002056292-25-000024 filed by St. Clair 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 5,274 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,415,331.

    13F-HR 0002056292-25-000021 filed by St. Clair 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 5,274 shares
    Change vs previous 13F +80 shares

    0.51% of the 13F portfolio, value $1,763,256.

    13F-HR 0002056292-25-000003 filed by St. Clair Advisors, 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 5,194 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,421,650.

    13F-HR 0002056292-25-000020 filed by St. Clair Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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