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Disclosery

Verde Capital Management: CRM position timeline

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

Verde Capital Management held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-17.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -13,848 shares

    13F-HR 0001802891-26-000002 filed by Verde Capital Management
    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 ended2025-12-31
    13F 13,848 shares
    Change vs previous 13F +1,001 shares

    0.78% of the 13F portfolio, value $3,668,486.

    13F-HR 0002085853-26-000212 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 12,847 shares
    Change vs previous 13F +3,796 shares

    0.67% of the 13F portfolio, value $3,044,846.

    13F-HR 0002085853-25-000259 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,051 shares
    Change vs previous 13F +614 shares

    0.61% of the 13F portfolio, value $2,468,249.

    13F-HR 0001667731-25-000743 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,437 shares
    Change vs previous 13F +286 shares

    0.64% of the 13F portfolio, value $2,264,212.

    13F-HR 0001667731-25-000385 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,151 shares
    Change vs previous 13F -1,927 shares

    0.77% of the 13F portfolio, value $2,725,177.

    13F-HR 0001667731-25-000053 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 10,078 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,758,361.

    13F-HR 0001802891-24-000007 filed by Verde Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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