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Bleakley Financial Group, LLC: CRM position timeline

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

Bleakley Financial Group, LLC held 31,532 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,532 shares
    Change vs previous 13F -9,269 shares

    0.06% of the 13F portfolio, value $4,939,770.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 40,801 shares
    Change vs previous 13F +4,270 shares

    0.12% of the 13F portfolio, value $7,616,367.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 36,531 shares
    Change vs previous 13F +1,320 shares

    0.17% of the 13F portfolio, value $9,677,467.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 35,211 shares
    Change vs previous 13F -5,942 shares

    0.19% of the 13F portfolio, value $8,344,905.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 41,153 shares
    Change vs previous 13F +358 shares

    0.28% of the 13F portfolio, value $11,221,890.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 40,795 shares
    Change vs previous 13F +12,681 shares

    0.35% of the 13F portfolio, value $10,947,638.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 28,114 shares
    Change vs previous 13F +1,391 shares

    0.28% of the 13F portfolio, value $9,399,486.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 26,723 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,314,410.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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