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Disclosery

Phoenix Financial Ltd.: CRM position timeline

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

Phoenix Financial Ltd. held 15,969 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,969 shares
    Change vs previous 13F -974 shares

    0.02% of the 13F portfolio, value $2,504,431.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 16,943 shares
    Change vs previous 13F -17,986 shares

    0.03% of the 13F portfolio, value $3,163,159.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 34,929 shares
    Change vs previous 13F -3,911 shares

    0.1% of the 13F portfolio, value $9,270,945.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 38,840 shares
    Change vs previous 13F -14,535 shares

    0.11% of the 13F portfolio, value $9,218,241.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 53,375 shares
    Change vs previous 13F +363 shares

    0.19% of the 13F portfolio, value $14,558,990.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 53,012 shares
    Change vs previous 13F +15,838 shares

    0.22% of the 13F portfolio, value $14,252,059.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 37,174 shares
    Change vs previous 13F +10,520 shares

    0.17% of the 13F portfolio, value $12,434,516.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 26,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,309,851.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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