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Disclosery

Vident Advisory, LLC: CRM position timeline

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

Vident Advisory, LLC held 189,382 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 189,382 shares
    Change vs previous 13F +41,697 shares

    0.22% of the 13F portfolio, value $29,668,533.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, 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 147,685 shares
    Change vs previous 13F +29,226 shares

    0.23% of the 13F portfolio, value $27,568,396.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, 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 118,459 shares
    Change vs previous 13F +18,408 shares

    0.29% of the 13F portfolio, value $31,381,229.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, 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 100,051 shares
    Change vs previous 13F -84,431 shares

    0.23% of the 13F portfolio, value $23,712,103.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, 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 184,482 shares
    Change vs previous 13F +16,383 shares

    0.56% of the 13F portfolio, value $50,306,617.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, 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 168,099 shares
    Change vs previous 13F +45,672 shares

    0.66% of the 13F portfolio, value $45,111,214.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, 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 122,427 shares
    Change vs previous 13F +5,535 shares

    0.72% of the 13F portfolio, value $40,931,190.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, 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 116,892 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $31,994,574.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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