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Disclosery

Freestone Capital Holdings, LLC: CRM position timeline

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

Freestone Capital Holdings, LLC held 92,043 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,043 shares
    Change vs previous 13F +10,791 shares

    0.38% of the 13F portfolio, value $14,419,574.

    13F-HR 0001172661-26-002975 filed by Freestone Capital 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 81,252 shares
    Change vs previous 13F -12,665 shares

    0.46% of the 13F portfolio, value $15,167,226.

    13F-HR 0001172661-26-001772 filed by Freestone Capital 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 93,917 shares
    Change vs previous 13F -2,299 shares

    0.74% of the 13F portfolio, value $24,879,556.

    13F-HR 0001172661-26-000297 filed by Freestone Capital 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 96,216 shares
    Change vs previous 13F +13,938 shares

    0.7% of the 13F portfolio, value $22,803,258.

    13F-HR 0001172661-25-004725 filed by Freestone Capital 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 82,278 shares
    Change vs previous 13F +4,863 shares

    0.76% of the 13F portfolio, value $22,436,332.

    13F-HR 0001172661-25-002886 filed by Freestone Capital 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 77,415 shares
    Change vs previous 13F -534 shares

    0.78% of the 13F portfolio, value $20,775,171.

    13F-HR 0001172661-25-001788 filed by Freestone Capital 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 77,949 shares
    Change vs previous 13F -3,301 shares

    0.9% of the 13F portfolio, value $26,060,782.

    13F-HR 0001172661-25-000557 filed by Freestone Capital 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 81,250 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $22,239,106.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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