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Disclosery

Boltwood Capital Management: CRM position timeline

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

Boltwood Capital Management held 9,499 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,499 shares
    Change vs previous 13F -207 shares

    0.49% of the 13F portfolio, value $2,180,685.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,706 shares
    Change vs previous 13F +490 shares

    0.35% of the 13F portfolio, value $1,520,542.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,216 shares
    Change vs previous 13F +65 shares

    0.44% of the 13F portfolio, value $1,720,351.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,151 shares
    Change vs previous 13F -85 shares

    0.63% of the 13F portfolio, value $2,424,191.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,236 shares
    Change vs previous 13F -15 shares

    0.58% of the 13F portfolio, value $2,188,932.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,251 shares
    Change vs previous 13F -14 shares

    0.72% of the 13F portfolio, value $2,522,655.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,265 shares
    Change vs previous 13F -183 shares

    0.76% of the 13F portfolio, value $2,486,355.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,448 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $3,158,750.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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