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Strategic Global Advisors, LLC: CRM position timeline

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

Strategic Global Advisors, LLC held 0 CRM shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -11,789 shares

    13F-HR 0001580212-25-000003 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 11,789 shares
    Change vs previous 13F +715 shares

    0.52% of the 13F portfolio, value $3,214,742.

    13F-HR 0001085146-25-005131 filed by Strategic Global 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 ended2025-03-31
    13F 11,074 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,971,819.

    13F-HR 0001085146-25-003186 filed by Strategic Global Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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