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Disclosery

GREENLEAF TRUST: CRM position timeline

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

GREENLEAF TRUST held 102,678 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,678 shares
    Change vs previous 13F -505 shares

    0.15% of the 13F portfolio, value $16,085,536.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 103,183 shares
    Change vs previous 13F +4,577 shares

    0.19% of the 13F portfolio, value $19,261,171.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 98,606 shares
    Change vs previous 13F +484 shares

    0.24% of the 13F portfolio, value $26,121,715.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 98,122 shares
    Change vs previous 13F +66 shares

    0.21% of the 13F portfolio, value $23,254,914.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 98,056 shares
    Change vs previous 13F -640 shares

    0.24% of the 13F portfolio, value $26,738,890.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 98,696 shares
    Change vs previous 13F +1,327 shares

    0.24% of the 13F portfolio, value $26,486,059.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 97,369 shares
    Change vs previous 13F -2,434 shares

    0.3% of the 13F portfolio, value $32,553,378.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 99,803 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $27,317,079.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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