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Disclosery

Ashfield Capital Partners, LLC: CRM position timeline

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

Ashfield Capital Partners, LLC held 41,244 CRM shares at 2022-09-30 per its 13F-HR filed 2022-11-10.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 41,244 shares
    Change vs previous 13F -3,406 shares

    0.5% of the 13F portfolio, value $5,933,000.

    13F-HR 0001398103-22-000006 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 44,650 shares
    Change vs previous 13F +7,387 shares

    0.57% of the 13F portfolio, value $7,369,000.

    13F-HR 0001398103-22-000005 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 37,263 shares
    Change vs previous 13F -605 shares

    0.51% of the 13F portfolio, value $7,912,000.

    13F-HR 0001398103-22-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 37,868 shares
    Change vs previous 13F +5,872 shares

    0.62% of the 13F portfolio, value $9,623,000.

    13F-HR 0001398103-22-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 31,996 shares
    Change vs previous 13F +893 shares

    0.62% of the 13F portfolio, value $8,678,000.

    13F-HR 0001398103-21-000004 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 31,103 shares
    Change vs previous 13F +26,844 shares

    0.54% of the 13F portfolio, value $7,598,000.

    13F-HR 0001398103-21-000003 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 4,259 shares
    Change vs previous 13F +2,278 shares

    0.07% of the 13F portfolio, value $902,000.

    13F-HR 0001398103-21-000002 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 1,981 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $441,000.

    13F-HR 0001398103-21-000001 filed by Ashfield Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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