CRM SALESFORCE INC

Ownership history in Prostatis Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in SALESFORCE INC (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2025 Q1)
Avg. % of fund
0.23%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,336 +695 +19.1% 0.26% $1.0M $236.62
2025 Q2 REDUCED 3,641 -796 -17.9% 0.28% $993K $271.78
2025 Q1 REDUCED 4,437 -8,464 -65.6% 0.38% $1.2M $266.62
2023 Q2 INITIATED 12,901 0.01% $15.8M $208.72
% of Fund (quarterly)    CRM price (monthly, adj. close)
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