SEC 13F Intelligence

Stelac Advisory Services LLC / CRM

Stelac Advisory Services LLC’s Salesforce Inc Position

Does Stelac Advisory Services LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 12.8K shares worth $3M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2025
Shares
12.8K
% of Portfolio
+1.41%
Quarters Held
18
position exited

Position History CRM

Reported value by quarter
Q3 ’19: $184,000Q3 ’19Q2 ’20: $399,000Q3 ’20: $805,000Q4 ’20: $741,000Q4 ’20Q1 ’21: $709,000Q2 ’21: $784,000Q3 ’21: $542,000Q3 ’21Q3 ’22: $2MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $7MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202512.8K$3M+1.41%
Q4 202412.7K$4M+1.65%
Q3 202412.7K$3M+1.41%
Q2 202428.2K$7M+3.04%
Q1 202428.2K$8M+3.98%
Q4 202328.2K$7M+3.99%
Q3 202328.2K$6M+3.11%
Q2 202328.2K$6M+2.65%
Q1 202328.5K$6M+2.47%
Q4 202228.5K$4M+1.71%
Q3 202213.1K$2M+0.85%
Q3 20212.0K$542,000+0.12%
Q2 20213.2K$784,000+0.14%
Q1 20213.3K$709,000+0.20%
Q4 20203.3K$741,000+0.19%
Q3 20203.2K$805,000+0.27%
Q2 20202.1K$399,000+0.15%
Q3 20191.2K$184,000+0.13%

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