SEC 13F Intelligence

Mcbroom & Associates, LLC / CRM

Mcbroom & Associates, LLC’s Salesforce Inc Position

Does Mcbroom & Associates, LLC own Salesforce Inc (CRM)? Not currently — the last reported position was 20.5K shares worth $5M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2021
Shares
20.5K
% of Portfolio
+3.91%
Quarters Held
1
position exited

Position History CRM

Reported value by quarter
Q4 ’21: $5MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202120.5K$5M+3.91%

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