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Disclosery

Chevy Chase Trust Holdings, LLC: CRM position timeline

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

Chevy Chase Trust Holdings, LLC held 395,111 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,111 shares
    Change vs previous 13F -67,557 shares

    0.16% of the 13F portfolio, value $61,898,090.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 462,668 shares
    Change vs previous 13F -21,075 shares

    0.25% of the 13F portfolio, value $86,366,235.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 483,743 shares
    Change vs previous 13F -6,096 shares

    0.35% of the 13F portfolio, value $128,148,357.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 489,839 shares
    Change vs previous 13F -18,906 shares

    0.32% of the 13F portfolio, value $116,091,843.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 508,745 shares
    Change vs previous 13F +4,835 shares

    0.4% of the 13F portfolio, value $138,729,674.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 503,910 shares
    Change vs previous 13F +41 shares

    0.43% of the 13F portfolio, value $135,229,288.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 503,869 shares
    Change vs previous 13F -17,974 shares

    0.51% of the 13F portfolio, value $168,458,522.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 521,843 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $142,833,647.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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