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Disclosery

Ballentine Partners, LLC: CRM position timeline

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

Ballentine Partners, LLC held 15,810 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,810 shares
    Change vs previous 13F -2,359 shares

    0.03% of the 13F portfolio, value $2,476,794.

    13F-HR 0001172661-26-002674 filed by Ballentine 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 ended2026-03-31
    13F 18,169 shares
    Change vs previous 13F -2,824 shares

    0.05% of the 13F portfolio, value $3,391,608.

    13F-HR 0001172661-26-001909 filed by Ballentine 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 ended2025-12-31
    13F 20,993 shares
    Change vs previous 13F -1,915 shares

    0.08% of the 13F portfolio, value $5,561,256.

    13F-HR 0001172661-26-000457 filed by Ballentine 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 ended2025-09-30
    13F 22,908 shares
    Change vs previous 13F -486 shares

    0.08% of the 13F portfolio, value $5,429,196.

    13F-HR 0001172661-25-004541 filed by Ballentine 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 ended2025-06-30
    13F 23,394 shares
    Change vs previous 13F +2,783 shares

    0.1% of the 13F portfolio, value $6,379,310.

    13F-HR 0001172661-25-002596 filed by Ballentine 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 ended2025-03-31
    13F 20,611 shares
    Change vs previous 13F +851 shares

    0.1% of the 13F portfolio, value $5,531,168.

    13F-HR 0001172661-25-001551 filed by Ballentine 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 ended2024-12-31
    13F 19,760 shares
    Change vs previous 13F +752 shares

    0.11% of the 13F portfolio, value $6,606,361.

    13F-HR 0001172661-25-000227 filed by Ballentine 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 ended2024-09-30
    13F 19,008 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,202,680.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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