CRM SALESFORCE.COM INC

Ownership history in ABNER HERRMAN & BROCK LLC  ·  17 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported SALESFORCE.COM INC (CRM) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.21% in 2024 Q4. The latest visible filing shows CRM at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in SALESFORCE.COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRM was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.21% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 71,027 +39 +0.1% 1.47% $13K 2026-04-07 $182.50
2025 Q4 REDUCED 70,988 -1,574 -2.2% 1.92% $18.8M 2026-01-06 $262.24
2025 Q3 REDUCED 72,562 -5,223 -6.7% 1.77% $17.2M 2025-10-14 $238.79
2025 Q2 REDUCED 77,785 -367 -0.5% 2.37% $21.2M 2025-07-07 $268.23
2025 Q1 ADDED 78,152 +885 +1.1% 2.68% $21.0M 2025-04-08 $241.80
2024 Q4 ADDED 77,267 +688 +0.9% 3.21% $25.8M 2025-01-24 $330.89
2024 Q3 REDUCED 76,579 -4,093 -5.1% 2.53% $21.0M 2024-10-08 $288.63
2024 Q2 REDUCED 80,672 -504 -0.6% 2.63% $20.7M 2024-07-18 $244.47
2024 Q1 REDUCED 81,176 -2,242 -2.7% 3.05% $24.4M 2024-04-09 $298.38
2023 Q4 REDUCED 83,418 -6,051 -6.8% 3.08% $22.0M 2024-01-09 $257.56
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ABNER HERRMAN & BROCK LLC and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning CRM?

ABNER HERRMAN & BROCK LLC reported CRM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CRM position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for CRM was 3.21% in 2024 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2026 Q1, when ABNER HERRMAN & BROCK LLC reported 71,027 shares, equal to 1.47% of portfolio, with an estimated market value of $13K.

What does the chart on this CRM ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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