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OPPENHEIMER ASSET MANAGEMENT INC.: CRM position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 124,427 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,427 shares
    Change vs previous 13F -17,026 shares

    0.1% of the 13F portfolio, value $19,492,734.

    13F-HR 0001085146-26-000553 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 35,405 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 89,022 shares

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

  2. period ended2026-03-31
    13F 141,453 shares
    Change vs previous 13F +20,423 shares

    0.16% of the 13F portfolio, value $26,405,032.

    13F-HR 0001085146-26-000369 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 49,992 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 91,461 shares

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

  3. period ended2025-12-31
    13F 121,030 shares
    Change vs previous 13F +36,494 shares

    0.21% of the 13F portfolio, value $32,062,058.

    13F-HR 0001085146-26-000133 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 49,637 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 71,393 shares

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

  4. period ended2025-09-30
    13F 84,536 shares
    Change vs previous 13F -51,167 shares

    0.12% of the 13F portfolio, value $20,035,032.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 52,284 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 32,252 shares

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

  5. period ended2025-06-30
    13F 135,703 shares
    Change vs previous 13F -40,923 shares

    0.23% of the 13F portfolio, value $37,004,851.

    13F-HR 0001085146-25-004405 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 58,508 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 77,195 shares

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

  6. period ended2025-03-31
    13F 176,626 shares
    Change vs previous 13F +2,929 shares

    0.32% of the 13F portfolio, value $47,399,352.

    13F-HR 0001085146-25-002235 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 53,137 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 123,489 shares

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

  7. period ended2024-12-31
    13F 173,697 shares
    Change vs previous 13F +9,795 shares

    0.39% of the 13F portfolio, value $58,072,119.

    13F-HR 0001085146-25-000777 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 50,179 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 123,518 shares

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

  8. period ended2024-09-30
    13F 163,902 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $44,861,616.

    13F-HR 0001085146-24-005361 filed by OPPENHEIMER ASSET MANAGEMENT INC.
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 43,332 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 120,570 shares

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