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Disclosery

Grassi Investment Management: CRM position timeline

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

Grassi Investment Management held 33,614 CRM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 33,614 shares
    Change vs previous 13F +100 shares

    0.73% of the 13F portfolio, value $9,166,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 33,514 shares
    Change vs previous 13F +1,350 shares

    0.83% of the 13F portfolio, value $8,994,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 32,164 shares
    Change vs previous 13F -250 shares

    0.92% of the 13F portfolio, value $10,753,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 32,414 shares
    Change vs previous 13F -749 shares

    0.77% of the 13F portfolio, value $8,872,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 33,163 shares
    Change vs previous 13F -450 shares

    0.76% of the 13F portfolio, value $8,526,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 33,613 shares
    Change vs previous 13F -200 shares

    0.92% of the 13F portfolio, value $10,124,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 33,813 shares
    Change vs previous 13F -100 shares

    0.93% of the 13F portfolio, value $8,898,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 33,913 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,877,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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