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Pointe Capital Management LLC: CRM position timeline

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

Pointe Capital Management LLC held 3,125 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 3,125 shares
    Change vs previous 13F -24 shares

    0.22% of the 13F portfolio, value $489,562.

    13F-HR 0001640335-26-000004 filed by Pointe Capital Management 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 3,149 shares
    Change vs previous 13F -192 shares

    0.29% of the 13F portfolio, value $587,824.

    13F-HR 0001640335-26-000003 filed by Pointe Capital Management 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 3,341 shares
    Change vs previous 13F -151 shares

    0.44% of the 13F portfolio, value $885,064.

    13F-HR 0001640335-26-000001 filed by Pointe Capital Management 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 3,492 shares
    Change vs previous 13F +465 shares

    0.4% of the 13F portfolio, value $827,604.

    13F-HR 0001640335-25-000006 filed by Pointe Capital Management 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 3,027 shares
    Change vs previous 13F +63 shares

    0.43% of the 13F portfolio, value $825,432.

    13F-HR 0001640335-25-000005 filed by Pointe Capital Management 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 2,964 shares
    Change vs previous 13F +54 shares

    0.47% of the 13F portfolio, value $795,419.

    13F-HR 0001640335-25-000002 filed by Pointe Capital Management 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 2,910 shares
    Change vs previous 13F +24 shares

    0.56% of the 13F portfolio, value $972,900.

    13F-HR/A 0001640335-25-000001 filed by Pointe Capital Management 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 2,886 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $789,927.

    13F-HR 0001639695-24-000005 filed by Pointe Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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