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Disclosery

Heron Bay Capital Management: CRM position timeline

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

Heron Bay Capital Management held 97,010 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,010 shares
    Change vs previous 13F -8,379 shares

    1.38% of the 13F portfolio, value $15,197,602.

    13F-HR 0001951757-26-001224 filed by Heron Bay Capital Management
    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 105,389 shares
    Change vs previous 13F +70,662 shares

    1.81% of the 13F portfolio, value $19,672,975.

    13F-HR 0001951757-26-000852 filed by Heron Bay Capital Management
    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 34,727 shares
    Change vs previous 13F -1,147 shares

    1.75% of the 13F portfolio, value $9,199,537.

    13F-HR 0001951757-26-000446 filed by Heron Bay Capital Management
    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 35,874 shares
    Change vs previous 13F +16,792 shares

    1.59% of the 13F portfolio, value $8,502,138.

    13F-HR 0001951757-25-001403 filed by Heron Bay Capital Management
    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 19,082 shares
    Change vs previous 13F +1,135 shares

    1.02% of the 13F portfolio, value $5,203,471.

    13F-HR 0001951757-25-001071 filed by Heron Bay Capital Management
    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 17,947 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $4,816,257.

    13F-HR 0001951757-25-000547 filed by Heron Bay Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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