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Westchester Capital Management, Inc.: CRM position timeline

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

Westchester Capital Management, Inc. held 47,024 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,024 shares
    Change vs previous 13F +820 shares

    1.33% of the 13F portfolio, value $7,366,780.

    13F-HR 0001104659-26-085982 filed by Westchester Capital Management, Inc.
    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 46,204 shares
    Change vs previous 13F +943 shares

    1.74% of the 13F portfolio, value $8,624,901.

    13F-HR 0001104659-26-056078 filed by Westchester Capital Management, Inc.
    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 45,261 shares
    Change vs previous 13F +1,036 shares

    2.48% of the 13F portfolio, value $11,990,092.

    13F-HR 0001104659-26-014458 filed by Westchester Capital Management, Inc.
    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 44,225 shares
    Change vs previous 13F -333 shares

    2.25% of the 13F portfolio, value $10,481,325.

    13F-HR 0001104659-25-108451 filed by Westchester Capital Management, Inc.
    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 44,558 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $12,150,521.

    13F-HR 0001104659-25-070873 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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