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Disclosery

Moreno Evelyn V: CRM position timeline

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

Moreno Evelyn V held 15,283 CRM shares at 2023-12-31 per its 13F-HR filed 2024-02-09.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 15,283 shares
    Change vs previous 13F -29,029 shares

    1.9% of the 13F portfolio, value $4,021,569.

    13F-HR 0001324022-24-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 44,312 shares
    Change vs previous 13F +1,370 shares

    1.96% of the 13F portfolio, value $8,985,587.

    13F-HR 0001324022-23-000008 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 42,942 shares
    Change vs previous 13F -2,544 shares

    1.94% of the 13F portfolio, value $9,071,927.

    13F-HR 0001324022-23-000005 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F/A 45,486 shares
    Change vs previous 13F +1,086 shares

    2.06% of the 13F portfolio, value $9,087,193.

    13F-HR/A 0001598011-23-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 44,400 shares
    Change vs previous 13F +23,322 shares

    1.36% of the 13F portfolio, value $5,886,996.

    13F-HR 0001598011-23-000001 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 21,078 shares
    Change vs previous 13F -22,282 shares

    1.37% of the 13F portfolio, value $3,032,000.

    13F-HR 0001324022-22-000006 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 43,360 shares
    Change vs previous 13F -2,126 shares

    1.67% of the 13F portfolio, value $7,156,000.

    13F-HR 0001598011-22-000003 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 45,486 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $9,658,000.

    13F-HR 0001598011-22-000002 filed by Moreno Evelyn V
    Filed (acceptance time not in the bulk data set), ingested

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