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Disclosery

NorthRock Partners, LLC: CRM position timeline

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

NorthRock Partners, LLC held 17,677 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 17,677 shares
    Change vs previous 13F +3,748 shares

    0.04% of the 13F portfolio, value $2,769,259.

    13F-HR 0001172661-26-003263 filed by NorthRock Partners, 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 13,929 shares
    Change vs previous 13F +2,059 shares

    0.04% of the 13F portfolio, value $2,600,132.

    13F-HR 0001172661-26-002224 filed by NorthRock Partners, 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 11,870 shares
    Change vs previous 13F -9,870 shares

    0.05% of the 13F portfolio, value $3,139,626.

    13F-HR 0001172661-26-001063 filed by NorthRock Partners, 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 21,740 shares
    Change vs previous 13F +4,159 shares

    0.09% of the 13F portfolio, value $5,152,282.

    13F-HR 0001172661-25-004787 filed by NorthRock Partners, 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/A 17,581 shares
    Change vs previous 13F -3,419 shares

    0.13% of the 13F portfolio, value $4,801,577.

    13F-HR/A 0001172661-25-004912 filed by NorthRock Partners, 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 21,000 shares
    Change vs previous 13F +347 shares

    0.19% of the 13F portfolio, value $5,635,674.

    13F-HR 0001398344-25-008966 filed by NorthRock Partners, 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/A 20,653 shares
    Change vs previous 13F -1,940 shares

    0.23% of the 13F portfolio, value $6,912,925.

    13F-HR/A 0001398344-25-007448 filed by NorthRock Partners, 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/A 22,593 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,192,229.

    13F-HR/A 0001398344-25-007446 filed by NorthRock Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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