Question 1

How many shares of CRM does IEQ CAPITAL, LLC own?

Accepted Answer

As of 2026-Q1, IEQ CAPITAL, LLC holds 576,672 shares of CRM (SALESFORCE INC).

Question 2

What is IEQ CAPITAL, LLC's CRM position worth?

Accepted Answer

As of 2026-Q1, IEQ CAPITAL, LLC's CRM position is worth $107.6M.

Question 3

Is IEQ CAPITAL, LLC buying or selling CRM?

Accepted Answer

In 2026-Q1, IEQ CAPITAL, LLC increased their CRM position (+4.7% change in shares).

Question 4

When did IEQ CAPITAL, LLC first buy CRM?

Accepted Answer

Based on available 13F filings, IEQ CAPITAL, LLC first reported a position in CRM in 2024-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	576,672	+4.7%	$107.6M	0.5%	$196.05	38
2025-Q4	Increased	550,721	+3.0%	$145.9M	0.4%	$265.92	37
2025-Q3	Increased	534,524	+46.9%	$126.7M	0.4%	$244.71	49
2025-Q2	Decreased	363,961	-0.8%	$99.2M	0.6%	$272.50	0
2025-Q1	Increased	366,862	+14.3%	$98.5M	0.8%	$268.22	48
2024-Q4	Decreased	320,859	-15.2%	$107.3M	1.0%	$333.56	0
2024-Q3	Decreased	378,129	-0.2%	$103.5M	1.3%	$274.53	0
2024-Q2	Decreased	378,981	-7.2%	$97.4M	1.3%	$254.35	0

CRMShowing 8 of 26 quarters

CRM
Showing 8 of 26 quarters