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Disclosery

Wahed Invest LLC: CRM position timeline

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

Wahed Invest LLC held 18,916 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,916 shares
    Change vs previous 13F -3,979 shares

    0.31% of the 13F portfolio, value $2,963,381.

    13F-HR 0001763146-26-000003 filed by Wahed Invest 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 22,895 shares
    Change vs previous 13F -1,691 shares

    0.55% of the 13F portfolio, value $4,273,810.

    13F-HR 0001763146-26-000002 filed by Wahed Invest 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 24,586 shares
    Change vs previous 13F -914 shares

    0.86% of the 13F portfolio, value $6,513,077.

    13F-HR 0001763146-26-000001 filed by Wahed Invest 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 25,500 shares
    Change vs previous 13F +118 shares

    0.83% of the 13F portfolio, value $6,043,500.

    13F-HR 0001763146-25-000006 filed by Wahed Invest 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 25,382 shares
    Change vs previous 13F +1,408 shares

    1.05% of the 13F portfolio, value $6,921,417.

    13F-HR 0001763146-25-000004 filed by Wahed Invest 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 23,974 shares
    Change vs previous 13F +1,058 shares

    1.11% of the 13F portfolio, value $6,433,663.

    13F-HR 0001763146-25-000003 filed by Wahed Invest 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 22,916 shares
    Change vs previous 13F +390 shares

    1.27% of the 13F portfolio, value $7,661,506.

    13F-HR 0001493152-25-006912 filed by Wahed Invest 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 22,526 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $6,165,591.

    13F-HR 0001493152-24-045827 filed by Wahed Invest LLC
    Filed (acceptance time not in the bulk data set), ingested

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