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Disclosery

Vest Financial, LLC: CRM position timeline

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

Vest Financial, LLC held 373,995 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 373,995 shares
    Change vs previous 13F +72,856 shares

    0.62% of the 13F portfolio, value $58,590,057.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 301,139 shares
    Change vs previous 13F +67,569 shares

    0.68% of the 13F portfolio, value $56,213,619.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 233,570 shares
    Change vs previous 13F +42,878 shares

    0.78% of the 13F portfolio, value $61,875,031.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 190,692 shares
    Change vs previous 13F +33,092 shares

    0.59% of the 13F portfolio, value $45,194,004.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 157,600 shares
    Change vs previous 13F +47,862 shares

    0.61% of the 13F portfolio, value $42,975,944.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 109,738 shares
    Change vs previous 13F +103,654 shares

    0.46% of the 13F portfolio, value $29,449,291.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 6,084 shares
    Change vs previous 13F +883 shares

    0.04% of the 13F portfolio, value $2,034,063.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 5,201 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,423,566.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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