SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / CRM

Steward Partners Investment Advisory, LLC’s Salesforce Inc Position

Does Steward Partners Investment Advisory, LLC own Salesforce Inc (CRM)? Yes — 191.4K shares worth $36M (+0.18% of its 13F portfolio) as of Q1 2026, up from 153.8K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
191.4K
% of Portfolio
+0.18%
Quarters Held
30
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $13MQ2 ’20: $22MQ3 ’20: $29MQ4 ’20: $26MQ4 ’20Q1 ’21: $43.2BQ2 ’21: $24MQ3 ’21: $31MQ4 ’21: $32MQ4 ’21Q1 ’22: $27MQ2 ’22: $16MQ3 ’22: $14MQ4 ’22: $12MQ4 ’22Q1 ’23: $19MQ2 ’23: $21MQ3 ’23: $21MQ4 ’23: $28MQ4 ’23Q1 ’24: $37MQ2 ’24: $31MQ3 ’24: $33MQ4 ’24: $42MQ4 ’24Q1 ’25: $35MQ2 ’25: $36MQ3 ’25: $35MQ4 ’25: $41MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026191.4K$36M+0.18%
Q4 2025153.8K$41M+0.22%
Q3 2025145.8K$35M+0.20%
Q2 2025132.3K$36M+0.28%
Q1 2025130.5K$35M+0.31%
Q4 2024125.6K$42M+0.37%
Q3 2024121.5K$33M+0.31%
Q2 2024119.2K$31M+0.32%
Q1 2024123.6K$37M+0.41%
Q4 2023106.2K$28M+0.38%
Q3 2023104.6K$21M+0.33%
Q2 2023100.9K$21M+0.32%
Q1 202397.0K$19M+0.31%
Q4 202288.7K$12M+0.20%
Q3 202298.3K$14M+0.26%
Q2 202298.9K$16M+0.30%
Q1 2022127.9K$27M+0.42%
Q4 2021125.4K$32M+0.48%
Q3 2021114.7K$31M+0.53%
Q2 2021100.3K$24M+0.41%
Q1 2021204.0K$43.2B+0.38%
Q4 2020118.1K$26M+0.57%
Q3 2020114.5K$29M+0.73%
Q2 2020116.0K$22M+0.62%
Q1 202091.2K$13M+0.48%
Q4 201970.1K$11M+0.34%
Q3 201964.7K$10M+0.32%
Q2 201979.5K$12M+0.44%
Q1 201971.9K$11M+0.48%
Q4 201867.4K$9M+0.45%

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