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Disclosery

XML Financial, LLC: CRM position timeline

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

XML Financial, LLC held 3,159 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 3,159 shares
    Change vs previous 13F -556 shares

    0.04% of the 13F portfolio, value $494,889.

    13F-HR 0001725547-26-000254 filed by XML 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 3,715 shares
    Change vs previous 13F -264 shares

    0.06% of the 13F portfolio, value $693,479.

    13F-HR 0001725547-26-000139 filed by XML 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 3,979 shares
    Change vs previous 13F +683 shares

    0.09% of the 13F portfolio, value $1,054,143.

    13F-HR 0001725547-26-000074 filed by XML 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 3,296 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $781,152.

    13F-HR 0001725547-25-004125 filed by XML 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 3,123 shares
    Change vs previous 13F -117 shares

    0.07% of the 13F portfolio, value $851,611.

    13F-HR 0001725547-25-003469 filed by XML 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 3,240 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $869,486.

    13F-HR 0001725547-25-001441 filed by XML 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 3,486 shares
    Change vs previous 13F -3 shares

    0.11% of the 13F portfolio, value $1,165,440.

    13F-HR 0001725547-25-000138 filed by XML 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 3,489 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $954,866.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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