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Disclosery

Strategic Advisors LLC: CRM position timeline

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

Strategic Advisors LLC held 2,922 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,922 shares
    Change vs previous 13F -897 shares

    0.14% of the 13F portfolio, value $670,874.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,819 shares
    Change vs previous 13F -154 shares

    0.13% of the 13F portfolio, value $598,234.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 3,973 shares
    Change vs previous 13F -6,537 shares

    0.12% of the 13F portfolio, value $741,644.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 10,510 shares
    Change vs previous 13F +289 shares

    0.44% of the 13F portfolio, value $2,784,367.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 10,221 shares
    Change vs previous 13F +353 shares

    0.39% of the 13F portfolio, value $2,422,457.

    13F-HR 0001172661-25-004551 filed by Strategic 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 ended2025-06-30
    13F 9,868 shares
    Change vs previous 13F -401 shares

    0.53% of the 13F portfolio, value $2,690,808.

    13F-HR 0001172661-25-003059 filed by Strategic 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 ended2025-03-31
    13F 10,269 shares
    Change vs previous 13F -15,261 shares

    0.53% of the 13F portfolio, value $2,755,733.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 25,530 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $8,535,387.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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