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Disclosery

TRUST POINT INC.: CRM position timeline

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

TRUST POINT INC. held 3,093 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,093 shares
    Change vs previous 13F +202 shares

    0.04% of the 13F portfolio, value $484,554.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    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 2,891 shares
    Change vs previous 13F -674 shares

    0.05% of the 13F portfolio, value $539,656.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 3,565 shares
    Change vs previous 13F -254 shares

    0.07% of the 13F portfolio, value $944,400.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 3,819 shares
    Change vs previous 13F -182 shares

    0.07% of the 13F portfolio, value $905,103.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 4,001 shares
    Change vs previous 13F -233 shares

    0.1% of the 13F portfolio, value $1,091,032.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    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 4,234 shares
    Change vs previous 13F -2,148 shares

    0.1% of the 13F portfolio, value $1,136,236.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    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 6,382 shares
    Change vs previous 13F -336 shares

    0.15% of the 13F portfolio, value $2,133,678.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    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 6,718 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,838,766.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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