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JACOBS & CO/CA: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACOBS & CO/CA on CRM, newest first. How the timeline and the estimate are built.

JACOBS & CO/CA held 43,192 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 43,192 shares
    Change vs previous 13F -2,020 shares

    0.86% of the 13F portfolio, value $9,915,000.

    13F-HR 0001055544-26-000005 filed by JACOBS & CO/CA
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,212 shares
    Change vs previous 13F +1,302 shares

    0.61% of the 13F portfolio, value $7,082,000.

    13F-HR 0001055544-26-000003 filed by JACOBS & CO/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,910 shares
    Change vs previous 13F +5,932 shares

    0.81% of the 13F portfolio, value $8,196,000.

    13F-HR 0001055544-26-000002 filed by JACOBS & CO/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 37,978 shares
    Change vs previous 13F +1,045 shares

    0.95% of the 13F portfolio, value $10,060,000.

    13F-HR 0001055544-26-000001 filed by JACOBS & CO/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,933 shares
    Change vs previous 13F +3,999 shares

    0.84% of the 13F portfolio, value $8,753,000.

    13F-HR 0001055544-25-000007 filed by JACOBS & CO/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,934 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,980,000.

    13F-HR 0001055544-25-000003 filed by JACOBS & CO/CA
    Filed (acceptance time not in the bulk data set), ingested

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