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Douglas Lane & Associates, LLC: CRM position timeline

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

Douglas Lane & Associates, LLC held 367,924 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 367,924 shares
    Change vs previous 13F +4,276 shares

    1.13% of the 13F portfolio, value $84,464,244.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 363,648 shares
    Change vs previous 13F +58,096 shares

    0.77% of the 13F portfolio, value $56,969,088.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    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 305,552 shares
    Change vs previous 13F +29,421 shares

    0.82% of the 13F portfolio, value $57,037,383.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 276,131 shares
    Change vs previous 13F +23,403 shares

    1% of the 13F portfolio, value $73,149,847.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 252,728 shares
    Change vs previous 13F +51,139 shares

    0.83% of the 13F portfolio, value $59,896,518.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 201,589 shares
    Change vs previous 13F +52,956 shares

    0.8% of the 13F portfolio, value $54,971,215.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    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 148,633 shares
    Change vs previous 13F +5,892 shares

    0.59% of the 13F portfolio, value $39,887,196.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 142,741 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $47,722,726.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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