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Zuckerman Investment Group, LLC: CRM position timeline

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

Zuckerman Investment Group, LLC held 197,724 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,724 shares
    Change vs previous 13F +5,891 shares

    2.62% of the 13F portfolio, value $30,975,393.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 191,833 shares
    Change vs previous 13F +122,290 shares

    3.36% of the 13F portfolio, value $35,809,519.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 69,543 shares
    Change vs previous 13F +41,528 shares

    1.64% of the 13F portfolio, value $18,422,636.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 28,015 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,639,555.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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