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Disclosery

BANK OF MONTREAL /CAN/: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on CRM, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 928,327 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 928,327 shares
    Change vs previous 13F -23,516 shares

    0.05% of the 13F portfolio, value $145,431,699.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    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 951,843 shares
    Change vs previous 13F -194,267 shares

    0.07% of the 13F portfolio, value $177,680,558.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    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 1,146,110 shares
    Change vs previous 13F +87,079 shares

    0.12% of the 13F portfolio, value $303,615,956.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    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 1,059,031 shares
    Change vs previous 13F -352,348 shares

    0.1% of the 13F portfolio, value $250,990,355.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    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 1,411,379 shares
    Change vs previous 13F -42,516 shares

    0.19% of the 13F portfolio, value $384,869,071.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    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 1,453,895 shares
    Change vs previous 13F -183,493 shares

    0.2% of the 13F portfolio, value $390,167,294.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    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 1,637,388 shares
    Change vs previous 13F -54,105 shares

    0.27% of the 13F portfolio, value $547,427,988.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    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 1,691,493 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $467,934,624.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

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