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WHALEROCK POINT PARTNERS, LLC: CRM position timeline

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

WHALEROCK POINT PARTNERS, LLC held 19,078 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,078 shares
    Change vs previous 13F +203 shares

    0.51% of the 13F portfolio, value $2,988,759.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT PARTNERS, 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 18,875 shares
    Change vs previous 13F +325 shares

    0.68% of the 13F portfolio, value $3,523,396.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT PARTNERS, 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 18,550 shares
    Change vs previous 13F -510 shares

    0.93% of the 13F portfolio, value $4,914,080.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT PARTNERS, 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 19,060 shares
    Change vs previous 13F +250 shares

    0.92% of the 13F portfolio, value $4,517,324.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT PARTNERS, 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 18,810 shares
    Change vs previous 13F +338 shares

    1.11% of the 13F portfolio, value $5,129,397.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT PARTNERS, 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 18,472 shares
    Change vs previous 13F +1,490 shares

    1.18% of the 13F portfolio, value $4,957,220.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT PARTNERS, 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 16,982 shares
    Change vs previous 13F +345 shares

    1.32% of the 13F portfolio, value $5,677,664.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT PARTNERS, 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 16,637 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,553,753.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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