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Disclosery

Trajan Wealth LLC: CRM position timeline

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

Trajan Wealth LLC held 92,844 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,844 shares
    Change vs previous 13F +28,347 shares

    0.55% of the 13F portfolio, value $14,544,913.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 64,497 shares
    Change vs previous 13F +430 shares

    0.49% of the 13F portfolio, value $12,039,639.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 64,067 shares
    Change vs previous 13F +960 shares

    0.71% of the 13F portfolio, value $16,971,953.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 63,107 shares
    Change vs previous 13F +2,684 shares

    0.65% of the 13F portfolio, value $14,956,522.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 60,423 shares
    Change vs previous 13F +2,964 shares

    0.81% of the 13F portfolio, value $16,476,628.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 57,459 shares
    Change vs previous 13F +1,561 shares

    0.84% of the 13F portfolio, value $15,419,575.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 55,898 shares
    Change vs previous 13F +2,634 shares

    1.03% of the 13F portfolio, value $18,688,296.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 53,264 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $14,578,927.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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