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Disclosery

Clean Yield Group: CRM position timeline

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

Clean Yield Group held 37,243 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 37,243 shares
    Change vs previous 13F +6,451 shares

    1.45% of the 13F portfolio, value $5,834,432.

    13F-HR 0001525865-26-000003 filed by Clean Yield Group
    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 30,792 shares
    Change vs previous 13F +5,510 shares

    1.62% of the 13F portfolio, value $5,747,976.

    13F-HR 0001525865-26-000002 filed by Clean Yield Group
    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 25,282 shares
    Change vs previous 13F +80 shares

    1.86% of the 13F portfolio, value $6,697,425.

    13F-HR 0001525865-26-000001 filed by Clean Yield Group
    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 25,202 shares
    Change vs previous 13F +1,911 shares

    1.69% of the 13F portfolio, value $5,972,773.

    13F-HR 0001525865-25-000010 filed by Clean Yield Group
    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 23,291 shares
    Change vs previous 13F -314 shares

    1.9% of the 13F portfolio, value $6,351,302.

    13F-HR 0001525865-25-000005 filed by Clean Yield Group
    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 23,605 shares
    Change vs previous 13F +404 shares

    2.06% of the 13F portfolio, value $6,334,639.

    13F-HR 0001525865-25-000002 filed by Clean Yield Group
    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 23,201 shares
    Change vs previous 13F -62 shares

    2.47% of the 13F portfolio, value $7,756,716.

    13F-HR 0001525865-25-000001 filed by Clean Yield Group
    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 23,263 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $6,367,186.

    13F-HR 0001525865-24-000008 filed by Clean Yield Group
    Filed (acceptance time not in the bulk data set), ingested

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