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Disclosery

Sunpointe, LLC: CRM position timeline

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

Sunpointe, LLC held 1,556 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,556 shares
    Change vs previous 13F -685 shares

    0.07% of the 13F portfolio, value $243,763.

    13F-HR 0001951757-26-001064 filed by Sunpointe, 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 2,241 shares
    Change vs previous 13F -39 shares

    0.14% of the 13F portfolio, value $418,341.

    13F-HR 0001951757-26-000676 filed by Sunpointe, 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 2,280 shares
    Change vs previous 13F +265 shares

    0.2% of the 13F portfolio, value $604,950.

    13F-HR 0001951757-26-000289 filed by Sunpointe, 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 2,015 shares
    Change vs previous 13F -222 shares

    0.17% of the 13F portfolio, value $478,393.

    13F-HR 0001951757-25-001401 filed by Sunpointe, 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 2,237 shares
    Change vs previous 13F +724 shares

    0.24% of the 13F portfolio, value $611,058.

    13F-HR 0001951757-25-000602 filed by Sunpointe, 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 1,513 shares
    Change vs previous 13F -225 shares

    0.22% of the 13F portfolio, value $405,898.

    13F-HR 0001951757-25-000527 filed by Sunpointe, 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 1,738 shares
    Change vs previous 13F +43 shares

    0.29% of the 13F portfolio, value $581,667.

    13F-HR 0001951757-25-000169 filed by Sunpointe, 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 1,695 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $464,728.

    13F-HR 0001951757-24-001043 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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