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Disclosery

XPONANCE LLC: CRM position timeline

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

XPONANCE LLC held 163,120 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,120 shares
    Change vs previous 13F -31,303 shares

    0.16% of the 13F portfolio, value $25,554,379.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 194,423 shares
    Change vs previous 13F +21,202 shares

    0.26% of the 13F portfolio, value $36,292,941.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 173,221 shares
    Change vs previous 13F +21,915 shares

    0.34% of the 13F portfolio, value $45,887,975.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 151,306 shares
    Change vs previous 13F -4,758 shares

    0.28% of the 13F portfolio, value $35,859,522.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 156,064 shares
    Change vs previous 13F -59,086 shares

    0.36% of the 13F portfolio, value $42,557,092.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 215,150 shares
    Change vs previous 13F +11,411 shares

    0.56% of the 13F portfolio, value $57,737,653.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 203,739 shares
    Change vs previous 13F -1,551 shares

    0.62% of the 13F portfolio, value $68,116,059.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 205,290 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $56,189,925.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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