SEC 13F Intelligence

Cetera Advisors LLC / CRM

Cetera Advisors LLC’s Salesforce Inc Position

Does Cetera Advisors LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 103.1K shares worth $27M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$27M
Q4 2023
Shares
103.1K
% of Portfolio
+0.38%
Quarters Held
21
position exited

Position History CRM

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $8MQ3 ’19Q4 ’19: $8MQ1 ’20: $7MQ2 ’20: $10MQ2 ’20Q3 ’20: $14MQ4 ’20: $13MQ1 ’21: $15MQ1 ’21Q2 ’21: $18MQ3 ’21: $22MQ4 ’21: $20MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $13MQ3 ’22Q4 ’22: $13MQ1 ’23: $19MQ2 ’23: $21MQ2 ’23Q3 ’23: $20MQ4 ’23: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023103.1K$27M+0.38%
Q3 2023100.4K$20M+0.32%
Q2 202397.1K$21M+0.32%
Q1 202395.2K$19M+0.32%
Q4 202295.7K$13M+0.23%
Q3 202292.2K$13M+0.35%
Q2 202287.9K$15M+0.33%
Q1 202283.7K$18M+0.35%
Q4 202178.1K$20M+0.40%
Q3 202182.2K$22M+0.43%
Q2 202175.0K$18M+0.43%
Q1 202171.4K$15M+0.42%
Q4 202060.0K$13M+0.43%
Q3 202055.5K$14M+0.53%
Q2 202052.9K$10M+0.42%
Q1 202051.0K$7M+0.39%
Q4 201949.7K$8M+0.35%
Q3 201950.9K$8M+0.33%
Q2 201911.1K$2M+0.08%
Q1 201910.7K$2M+0.08%
Q4 201839.7K$5M+0.32%

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