Surience Private Wealth LLC / CRM
Surience Private Wealth LLC’s Salesforce Inc Position
Does Surience Private Wealth LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 17.2K shares worth $4M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q4 2021
Shares
17.2K
% of Portfolio
+3.55%
Quarters Held
1
position exited
Position History CRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 17.2K | $4M | +3.55% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of CRM.