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Disclosery

Suncoast Equity Management: CRM position timeline

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

Suncoast Equity Management held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -129,109 shares

    13F-HR 0001315059-26-000004 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F/A 129,109 shares
    Change vs previous 13F -3,129 shares

    3.46% of the 13F portfolio, value $34,202,231.

    13F-HR/A 0001315059-26-000002 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 132,238 shares
    Change vs previous 13F -1,140 shares

    3.13% of the 13F portfolio, value $31,340,341.

    13F-HR 0001315059-25-000009 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F/A 133,378 shares
    Change vs previous 13F -511 shares

    3.72% of the 13F portfolio, value $36,370,761.

    13F-HR/A 0001315059-25-000007 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 133,889 shares
    Change vs previous 13F +3,513 shares

    4.06% of the 13F portfolio, value $35,930,352.

    13F-HR 0001315059-25-000005 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 130,376 shares
    Change vs previous 13F -1,447 shares

    4.87% of the 13F portfolio, value $43,588,530.

    13F-HR 0001315059-25-000002 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 131,823 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $36,081,229.

    13F-HR 0001315059-24-000005 filed by Suncoast Equity Management
    Filed (acceptance time not in the bulk data set), ingested

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