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Choate Investment Advisors: CRM position timeline

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

Choate Investment Advisors held 5,872 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,872 shares
    Change vs previous 13F -267 shares

    0.02% of the 13F portfolio, value $919,908.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 6,139 shares
    Change vs previous 13F -628 shares

    0.02% of the 13F portfolio, value $1,145,967.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 6,767 shares
    Change vs previous 13F +263 shares

    0.04% of the 13F portfolio, value $1,792,646.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 6,504 shares
    Change vs previous 13F +797 shares

    0.03% of the 13F portfolio, value $1,541,450.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 5,707 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $1,556,242.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 5,414 shares
    Change vs previous 13F +72 shares

    0.04% of the 13F portfolio, value $1,452,829.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 5,342 shares
    Change vs previous 13F +1,193 shares

    0.04% of the 13F portfolio, value $1,785,901.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 4,149 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,135,623.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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