Skip to content
Disclosery

Forum Financial Management, LP: CRM position timeline

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

Forum Financial Management, LP held 2,289 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 2,289 shares
    Change vs previous 13F -247 shares

    <0.01% of the 13F portfolio, value $358,617.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 2,536 shares
    Change vs previous 13F -5,951 shares

    0.01% of the 13F portfolio, value $473,385.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 8,487 shares
    Change vs previous 13F -1,054 shares

    0.03% of the 13F portfolio, value $2,248,309.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 9,541 shares
    Change vs previous 13F +381 shares

    0.03% of the 13F portfolio, value $2,261,096.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 9,160 shares
    Change vs previous 13F -1,317 shares

    0.04% of the 13F portfolio, value $2,497,881.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 10,477 shares
    Change vs previous 13F -66 shares

    0.05% of the 13F portfolio, value $2,811,577.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 10,543 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,524,788.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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