Ownership history in TLWM · 22 quarters on record
This page tracks every 13F SEC filing in which TLWM reported a position in SALESFORCE COM 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,121 | -84 | -0.9% | 0.44% | $2.4M | $264.91 |
| 2025 Q3 | ADDED | 9,205 | +2,309 | +33.5% | 0.39% | $2.2M | $236.62 |
| 2025 Q2 | ADDED | 6,896 | +58 | +0.8% | 0.36% | $1.9M | $271.78 |
| 2025 Q1 | ADDED | 6,838 | +149 | +2.2% | 0.37% | $1.8M | $266.62 |
| 2024 Q4 | ADDED | 6,689 | +272 | +4.2% | 0.44% | $2.2M | $332.16 |
| 2024 Q3 | ADDED | 6,417 | +1,410 | +28.2% | 0.36% | $1.8M | $271.62 |
| 2024 Q2 | ADDED | 5,007 | +73 | +1.5% | 0.28% | $1.3M | $254.35 |
| 2024 Q1 | REDUCED | 4,934 | -1,879 | -27.6% | 0.33% | $1.5M | $297.95 |
| 2023 Q4 | ADDED | 6,813 | +23 | +0.3% | 0.42% | $1.8M | $259.98 |
| 2023 Q3 | ADDED | 6,790 | +217 | +3.3% | 0.36% | $1.4M | $200.35 |
As of 2025 Q4 — sorted by position size