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Disclosery

IEQ CAPITAL, LLC: CRM position timeline

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

IEQ CAPITAL, LLC held 400,588 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 400,588 shares
    Change vs previous 13F -176,084 shares

    0.29% of the 13F portfolio, value $62,756,146.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 576,672 shares
    Change vs previous 13F +25,951 shares

    0.5% of the 13F portfolio, value $107,647,216.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 550,721 shares
    Change vs previous 13F +16,197 shares

    0.44% of the 13F portfolio, value $145,891,500.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 534,524 shares
    Change vs previous 13F +170,563 shares

    0.38% of the 13F portfolio, value $126,682,459.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 363,961 shares
    Change vs previous 13F -2,901 shares

    0.61% of the 13F portfolio, value $99,248,366.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 366,862 shares
    Change vs previous 13F +46,003 shares

    0.78% of the 13F portfolio, value $98,450,922.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 320,859 shares
    Change vs previous 13F -57,270 shares

    1.04% of the 13F portfolio, value $107,272,442.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 378,129 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $103,497,799.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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