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GUGGENHEIM CAPITAL LLC: CRM position timeline

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

GUGGENHEIM CAPITAL LLC held 149,254 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,254 shares
    Change vs previous 13F +20,954 shares

    0.15% of the 13F portfolio, value $23,382,132.

    13F-HR 0001283072-26-000004 filed by GUGGENHEIM CAPITAL 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 128,300 shares
    Change vs previous 13F +4,343 shares

    0.19% of the 13F portfolio, value $23,949,761.

    13F-HR 0001283072-26-000003 filed by GUGGENHEIM CAPITAL 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 123,957 shares
    Change vs previous 13F -11,794 shares

    0.24% of the 13F portfolio, value $32,837,449.

    13F-HR 0001283072-26-000002 filed by GUGGENHEIM CAPITAL 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 135,751 shares
    Change vs previous 13F +7,157 shares

    0.24% of the 13F portfolio, value $32,172,987.

    13F-HR 0001283072-25-000005 filed by GUGGENHEIM CAPITAL 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 128,594 shares
    Change vs previous 13F +5,852 shares

    0.28% of the 13F portfolio, value $35,066,297.

    13F-HR 0001283072-25-000004 filed by GUGGENHEIM CAPITAL 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 122,742 shares
    Change vs previous 13F +13,504 shares

    0.31% of the 13F portfolio, value $32,939,043.

    13F-HR 0001283072-25-000002 filed by GUGGENHEIM CAPITAL 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 109,238 shares
    Change vs previous 13F -12,873 shares

    0.3% of the 13F portfolio, value $36,521,540.

    13F-HR 0001283072-25-000001 filed by GUGGENHEIM CAPITAL 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 122,111 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $33,423,001.

    13F-HR 0001283072-24-000007 filed by GUGGENHEIM CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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