SEC 13F Intelligence

Stillwater Capital Advisors, LLC / CRM

Stillwater Capital Advisors, LLC’s Salesforce Inc Position

Does Stillwater Capital Advisors, LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 49.3K shares worth $7M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2022
Shares
49.3K
% of Portfolio
+1.62%
Quarters Held
7
position exited

Position History CRM

Reported value by quarter
Q1 ’21: $10MQ1 ’21Q2 ’21: $12MQ2 ’21Q3 ’21: $13MQ3 ’21Q4 ’21: $12MQ4 ’21Q1 ’22: $10MQ1 ’22Q2 ’22: $8MQ2 ’22Q3 ’22: $7MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202249.3K$7M+1.62%
Q2 202249.8K$8M+1.53%
Q1 202248.0K$10M+1.64%
Q4 202149.1K$12M+1.90%
Q3 202149.5K$13M+2.21%
Q2 202148.7K$12M+1.97%
Q1 202147.3K$10M+1.82%

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