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Disclosery

STIFEL FINANCIAL CORP: CRM position timeline

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

STIFEL FINANCIAL CORP held 964,601 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 964,601 shares
    Change vs previous 13F -54,940 shares

    0.13% of the 13F portfolio, value $151,127,792.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    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 1,019,541 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $190,334,339.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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