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Disclosery

Birch Hill Investment Advisors LLC: CRM position timeline

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

Birch Hill Investment Advisors LLC held 5,375 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,375 shares
    Change vs previous 13F -1,120 shares

    0.03% of the 13F portfolio, value $842,047.

    13F-HR 0001172661-26-002717 filed by Birch Hill Investment Advisors 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 6,495 shares
    Change vs previous 13F -1,897 shares

    0.05% of the 13F portfolio, value $1,212,422.

    13F-HR 0001172661-26-001564 filed by Birch Hill Investment Advisors 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 8,392 shares
    Change vs previous 13F -840 shares

    0.09% of the 13F portfolio, value $2,223,131.

    13F-HR 0001172661-26-000323 filed by Birch Hill Investment Advisors 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 9,232 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $2,187,990.

    13F-HR 0001172661-25-004406 filed by Birch Hill Investment Advisors 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 9,632 shares
    Change vs previous 13F -885 shares

    0.12% of the 13F portfolio, value $2,626,557.

    13F-HR 0001172661-25-002792 filed by Birch Hill Investment Advisors 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 10,517 shares
    Change vs previous 13F +183 shares

    0.13% of the 13F portfolio, value $2,822,441.

    13F-HR 0001172661-25-001512 filed by Birch Hill Investment Advisors 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 10,334 shares
    Change vs previous 13F -917 shares

    0.16% of the 13F portfolio, value $3,455,089.

    13F-HR 0001172661-25-000385 filed by Birch Hill Investment Advisors 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 11,251 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,079,529.

    13F-HR 0001172661-24-004212 filed by Birch Hill Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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