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Disclosery

West Branch Capital LLC: CRM position timeline

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

West Branch Capital LLC held 426 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 426 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $66,738.

    13F-HR 0001738723-26-000003 filed by West Branch Capital 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 310 shares
    Change vs previous 13F -6,580 shares

    0.02% of the 13F portfolio, value $57,822.

    13F-HR 0001738723-26-000002 filed by West Branch Capital 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 6,890 shares
    Change vs previous 13F -645 shares

    0.47% of the 13F portfolio, value $1,825,344.

    13F-HR 0001738723-26-000001 filed by West Branch Capital 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 7,535 shares
    Change vs previous 13F +803 shares

    0.47% of the 13F portfolio, value $1,785,749.

    13F-HR 0001738723-25-000005 filed by West Branch Capital 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 6,732 shares
    Change vs previous 13F +861 shares

    0.54% of the 13F portfolio, value $1,835,768.

    13F-HR 0001738723-25-000003 filed by West Branch Capital 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 5,871 shares
    Change vs previous 13F +1,648 shares

    0.53% of the 13F portfolio, value $1,575,650.

    13F-HR 0001738723-25-000002 filed by West Branch Capital 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 4,223 shares
    Change vs previous 13F +1,576 shares

    0.45% of the 13F portfolio, value $1,411,880.

    13F-HR 0001738723-25-000001 filed by West Branch Capital 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 2,647 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $724,404.

    13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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