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Disclosery

BTC Capital Management, Inc.: CRM position timeline

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

BTC Capital Management, Inc. held 7,980 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,980 shares
    Change vs previous 13F +710 shares

    0.08% of the 13F portfolio, value $1,250,154.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, 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 7,270 shares
    Change vs previous 13F +3,466 shares

    0.09% of the 13F portfolio, value $1,356,899.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, 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 3,804 shares
    Change vs previous 13F +379 shares

    0.07% of the 13F portfolio, value $1,007,719.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, 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 3,425 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $811,725.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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