SEC 13F Intelligence

Pegasus Asset Management, Inc. / CRM

Pegasus Asset Management, Inc.’s Salesforce Inc Position

Does Pegasus Asset Management, Inc. own Salesforce Inc (CRM)? Yes — 25.0K shares worth $5M (+1.49% of its 13F portfolio) as of Q1 2026, up from 17.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
25.0K
% of Portfolio
+1.49%
Quarters Held
30
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $5MQ2 ’24: $4MQ3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ3 ’25: $4MQ4 ’25: $5MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.0K$5M+1.49%
Q4 202517.5K$5M+1.43%
Q3 202517.0K$4M+1.29%
Q2 202516.7K$5M+1.56%
Q1 202516.4K$4M+1.76%
Q4 202416.2K$5M+2.04%
Q3 202416.1K$4M+1.68%
Q2 202416.3K$4M+1.61%
Q1 202416.2K$5M+1.88%
Q4 202316.1K$4M+1.81%
Q3 202315.9K$3M+1.50%
Q2 202316.3K$3M+1.53%
Q1 202316.5K$3M+1.63%
Q4 202216.4K$2M+1.18%
Q3 202216.4K$2M+1.34%
Q2 202216.5K$3M+1.48%
Q1 202216.6K$4M+1.53%
Q4 202116.7K$4M+1.74%
Q3 202116.6K$4M+2.06%
Q2 202116.5K$4M+1.88%
Q1 202116.3K$3M+1.75%
Q4 202015.5K$3M+1.89%
Q3 202015.3K$4M+2.42%
Q2 202015.4K$3M+1.97%
Q1 202015.5K$2M+1.85%
Q4 201915.2K$2M+1.63%
Q3 201915.3K$2M+1.65%
Q2 201915.3K$2M+1.79%
Q1 201915.2K$2M+1.99%
Q4 201815.3K$2M+1.98%

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