SEC 13F Intelligence

Fairview Capital Investment Management, LLC / CRM

Fairview Capital Investment Management, LLC’s Salesforce Inc Position

Does Fairview Capital Investment Management, LLC own Salesforce Inc (CRM)? Yes — 170.4K shares worth $32M (+1.73% of its 13F portfolio) as of Q1 2026, down from 175.9K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
170.4K
% of Portfolio
+1.73%
Quarters Held
9
currently held

Position History CRM

Reported value by quarter
Q1 ’24: $264,737Q1 ’24Q2 ’24: $25MQ3 ’24: $41MQ3 ’24Q4 ’24: $55MQ1 ’25: $45MQ1 ’25Q2 ’25: $47MQ3 ’25: $41MQ3 ’25Q4 ’25: $47MQ1 ’26: $32MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026170.4K$32M+1.73%
Q4 2025175.9K$47M+2.39%
Q3 2025173.4K$41M+2.09%
Q2 2025171.6K$47M+2.42%
Q1 2025167.3K$45M+2.38%
Q4 2024164.6K$55M+2.85%
Q3 2024150.4K$41M+2.23%
Q2 202495.6K$25M+1.38%
Q1 2024879$264,737+0.01%

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