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Disclosery

Keel Point, LLC: CRM position timeline

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

Keel Point, LLC held 3,920 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,920 shares
    Change vs previous 13F -1,145 shares

    0.04% of the 13F portfolio, value $614,161.

    13F-HR 0001386935-26-000003 filed by Keel Point, 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 5,065 shares
    Change vs previous 13F -1,495 shares

    0.06% of the 13F portfolio, value $945,541.

    13F-HR 0001386935-26-000002 filed by Keel Point, 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 6,560 shares
    Change vs previous 13F +208 shares

    0.1% of the 13F portfolio, value $1,737,865.

    13F-HR 0001386935-26-000001 filed by Keel Point, 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 6,352 shares
    Change vs previous 13F -367 shares

    0.09% of the 13F portfolio, value $1,505,469.

    13F-HR 0001386935-25-000007 filed by Keel Point, 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 6,719 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $1,832,238.

    13F-HR 0001386935-25-000004 filed by Keel Point, 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 6,656 shares
    Change vs previous 13F +716 shares

    0.14% of the 13F portfolio, value $1,786,219.

    13F-HR 0001386935-25-000002 filed by Keel Point, 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 5,940 shares
    Change vs previous 13F -627 shares

    0.16% of the 13F portfolio, value $1,985,922.

    13F-HR 0001386935-25-000001 filed by Keel Point, 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 6,567 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,797,454.

    13F-HR 0001386935-24-000007 filed by Keel Point, LLC
    Filed (acceptance time not in the bulk data set), ingested

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