CRM Salesforce Com

Ownership history in DILLON & ASSOCIATES INC  ·  29 quarters on record

AI Ownership Summary

DILLON & ASSOCIATES INC reported Salesforce Com (CRM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.28% in 2024 Q4. The latest visible filing shows CRM at 1.09% 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 DILLON & ASSOCIATES INC's position in Salesforce Com, 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
2025 Q4

CRM was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% 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 2025 Q4

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 DILLON & ASSOCIATES INC held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 31,949 +1,382 +4.5% 1.09% $8.5M 2026-02-14 (Est.) $189.72
2025 Q3 REDUCED 30,567 -197 -0.6% 0.93% $7.2M 2025-10-28 $253.85
2025 Q2 ADDED 30,764 +1,334 +4.5% 1.14% $8.4M 2025-08-05 $246.66
2025 Q1 ADDED 29,430 +1,779 +6.4% 1.17% $7.9M 2025-05-12 $287.40
2024 Q4 ADDED 27,651 +67 +0.2% 1.28% $9.2M 2025-02-11 $322.30
2024 Q3 ADDED 27,584 +836 +3.1% 1.06% $7.6M 2024-11-05 $295.22
2024 Q2 ADDED 26,748 +1,283 +5.0% 1.00% $6.9M 2024-08-06 $236.23
2024 Q1 ADDED 25,465 +1,044 +4.3% 1.20% $7.7M 2024-04-30 $266.06
2023 Q4 ADDED 24,421 +287 +1.2% 1.17% $6.4M 2024-02-08 $288.45
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DILLON & ASSOCIATES INC and CRM

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

How long has DILLON & ASSOCIATES INC reported owning CRM?

DILLON & ASSOCIATES INC reported CRM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CRM position in DILLON & ASSOCIATES INC's portfolio?

The largest reported portfolio weight for CRM was 1.28% in 2024 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when DILLON & ASSOCIATES INC reported 31,949 shares, equal to 1.09% of portfolio, with an estimated market value of $8.5M.

What does the chart on this CRM ownership page compare?

The chart compares DILLON & ASSOCIATES INC'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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