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Disclosery

DNCA FINANCE: CRM position timeline

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

DNCA FINANCE held 38,200 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,200 shares
    Change vs previous 13F -20,800 shares

    0.29% of the 13F portfolio, value $5,984,412.

    13F-HR 0001104659-26-095886 filed by DNCA FINANCE
    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 59,000 shares
    Change vs previous 13F -6,600 shares

    0.63% of the 13F portfolio, value $11,013,530.

    13F-HR 0001104659-26-061156 filed by DNCA FINANCE
    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 65,600 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $17,378,096.

    13F-HR 0001104659-26-015188 filed by DNCA FINANCE
    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 65,600 shares
    Change vs previous 13F +30,900 shares

    1.06% of the 13F portfolio, value $15,547,200.

    13F-HR 0001104659-25-111998 filed by DNCA FINANCE
    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 34,700 shares
    Change vs previous 13F +13,600 shares

    0.72% of the 13F portfolio, value $9,462,343.

    13F-HR 0001104659-25-077566 filed by DNCA FINANCE
    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 21,100 shares
    Change vs previous 13F -13,000 shares

    0.47% of the 13F portfolio, value $5,662,396.

    13F-HR 0001104659-25-048505 filed by DNCA FINANCE
    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 34,100 shares
    Change vs previous 13F +300 shares

    0.89% of the 13F portfolio, value $11,400,653.

    13F-HR 0001104659-25-012925 filed by DNCA FINANCE
    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 33,800 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $9,251,398.

    13F-HR 0001104659-24-117685 filed by DNCA FINANCE
    Filed (acceptance time not in the bulk data set), ingested

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