SEC 13F Intelligence

Private Asset Management Inc / CRM

Private Asset Management Inc’s Salesforce Inc Position

Does Private Asset Management Inc own Salesforce Inc (CRM)? Yes23.0K shares worth $5M (+1.10% of its 13F portfolio) as of Q3 2023, down from 31.6K shares the prior filed quarter.

Position Value
$5M
Q3 2023
Shares
23.0K
% of Portfolio
+1.10%
Quarters Held
20
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ2 ’20: $4MQ2 ’20Q3 ’20: $5MQ4 ’20: $5MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $7MQ3 ’22Q4 ’22: $6,195Q1 ’23: $8MQ2 ’23: $7MQ2 ’23Q3 ’23: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202323.0K$5M+1.10%
Q2 202331.6K$7M+1.28%
Q1 202342.3K$8M+1.39%
Q4 202246.7K$6,195+1.05%
Q3 202248.5K$7M+1.23%
Q2 202245.6K$8M+1.22%
Q1 202237.8K$8M+1.09%
Q4 202133.5K$9M+1.04%
Q3 202129.6K$8M+1.09%
Q2 202127.4K$7M+0.89%
Q1 202127.2K$6M+0.81%
Q4 202022.0K$5M+0.74%
Q3 202021.4K$5M+0.89%
Q2 202021.0K$4M+0.70%
Q1 202019.6K$3M+0.59%
Q4 201919.2K$3M+0.51%
Q3 201918.8K$3M+0.48%
Q2 201918.6K$3M+0.48%
Q1 201917.7K$3M+0.50%
Q4 201821.0K$3M+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Private Asset Management Inc’s full portfolio or all institutional holders of CRM.