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TRAN CAPITAL MANAGEMENT, L.P.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on CRM, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -73,388 shares

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 73,388 shares
    Change vs previous 13F -6,288 shares

    2.33% of the 13F portfolio, value $19,441,215.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 79,676 shares
    Change vs previous 13F -12,458 shares

    2.26% of the 13F portfolio, value $18,883,212.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 92,134 shares
    Change vs previous 13F -816 shares

    2.96% of the 13F portfolio, value $25,124,020.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 92,950 shares
    Change vs previous 13F +5,239 shares

    3.36% of the 13F portfolio, value $24,944,062.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 87,711 shares
    Change vs previous 13F -6,872 shares

    3.33% of the 13F portfolio, value $29,324,419.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 94,583 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $25,888,313.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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