SEC 13F Intelligence

South Street Advisors LLC / CRM

South Street Advisors LLC’s Salesforce Inc Position

Does South Street Advisors LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 73.6K shares worth $19M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$19M
Q4 2021
Shares
73.6K
% of Portfolio
+3.28%
Quarters Held
13
position exited

Position History CRM

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $17MQ2 ’19: $14MQ2 ’19Q3 ’19: $14MQ4 ’19: $15MQ4 ’19Q1 ’20: $13MQ2 ’20: $17MQ2 ’20Q3 ’20: $22MQ4 ’20: $17MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ2 ’21Q3 ’21: $20MQ4 ’21: $19MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202173.6K$19M+3.28%
Q3 202173.7K$20M+3.81%
Q2 202175.3K$18M+3.41%
Q1 202174.7K$16M+5.02%
Q4 202075.3K$17M+3.55%
Q3 202086.9K$22M+5.28%
Q2 202088.8K$17M+4.45%
Q1 202090.8K$13M+4.30%
Q4 201992.4K$15M+3.89%
Q3 201992.1K$14M+3.99%
Q2 201991.7K$14M+4.15%
Q1 2019109.5K$17M+5.26%
Q4 2018111.9K$15M+5.41%

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