Great Diamond Partners, LLC: CRM position timeline

Great Diamond Partners, LLC held 2,312 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,312 shares

   Change vs previous 13F +117 shares

   0.09% of the 13F portfolio, value $530,766.

   13F-HR 0001172661-26-004501 filed by Great Diamond Partners, LLC
   Accepted 2026-10-13 17:10:13 UTC, ingested 2026-10-13 17:11:13 UTC

2. period ended2026-06-30

   13F 2,195 shares

   Change vs previous 13F -7 shares

   0.06% of the 13F portfolio, value $343,869.

   13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 2,202 shares

   Change vs previous 13F -636 shares

   0.08% of the 13F portfolio, value $411,047.

   13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,838 shares

   Change vs previous 13F -101 shares

   0.14% of the 13F portfolio, value $751,815.

   13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 2,939 shares

   Change vs previous 13F -380 shares

   0.14% of the 13F portfolio, value $696,543.

   13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 3,319 shares

   Change vs previous 13F +216 shares

   0.19% of the 13F portfolio, value $905,058.

   13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 3,103 shares

   Change vs previous 13F -219 shares

   0.23% of the 13F portfolio, value $832,721.

   13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 3,322 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $1,110,644.

   13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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