DOWLING & YAHNKE LLC: CRM position timeline

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

DOWLING & YAHNKE LLC held 28,944 CRM shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

period ended2022-09-30
13F 28,944 shares
Change vs previous 13F +330 shares
0.19% of the 13F portfolio, value $4,163,000.
13F-HR 0001133197-22-000006 filed by DOWLING & YAHNKE LLC
Filed 2022-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 28,614 shares
Change vs previous 13F -738 shares
0.22% of the 13F portfolio, value $4,722,000.
13F-HR 0001133197-22-000005 filed by DOWLING & YAHNKE LLC
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 29,352 shares
Change vs previous 13F +765 shares
0.27% of the 13F portfolio, value $6,232,000.
13F-HR 0001133197-22-000004 filed by DOWLING & YAHNKE LLC
Filed 2022-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 28,587 shares
Change vs previous 13F -184 shares
0.35% of the 13F portfolio, value $7,265,000.
13F-HR 0001133197-22-000002 filed by DOWLING & YAHNKE LLC
Filed 2022-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 28,771 shares
Change vs previous 13F -917 shares
0.43% of the 13F portfolio, value $7,803,000.
13F-HR 0001133197-21-000006 filed by DOWLING & YAHNKE LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 29,688 shares
Change vs previous 13F +1,258 shares
0.42% of the 13F portfolio, value $7,252,000.
13F-HR 0001133197-21-000004 filed by DOWLING & YAHNKE LLC
Filed 2021-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 28,430 shares
Change vs previous 13F -208 shares
0.41% of the 13F portfolio, value $6,023,000.
13F-HR 0001133197-21-000003 filed by DOWLING & YAHNKE LLC
Filed 2021-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 28,638 shares
Change vs previous 13F not available
0.45% of the 13F portfolio, value $6,373,000.
13F-HR 0001133197-21-000001 filed by DOWLING & YAHNKE LLC
Filed 2021-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).