OSTERWEIS CAPITAL MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 1007524 SAN FRANCISCO, CA

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$93,708

-$25,800,713 QoQ

Shares Held

502

-99.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $18,112,689 across 13 Software - Application names. CRM ranks #8 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHYM	Chime Financial, Inc.	205,050	$3,840,586
2	TTAN	ServiceTitan, Inc.	59,480	$3,774,600
3	FSLY	Fastly, Inc.	125,495	$3,646,884
4	ADSK	Autodesk, Inc.	14,000	$3,351,600
5	WDAY	Workday, Inc.	12,743	$1,655,570
6	FICO	Fair Isaac Corp	1,292	$1,379,261
7	UBER	Uber Technologies, Inc	1,329	$95,594
8	CRM	Salesforce, Inc. This page	502	$93,708

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$93,708	502	-99.5%	Shares	Sole	2026-05-15
2025-12-31	$25,894,421	97,748	-0.8%	Shares	Sole	2026-02-17
2025-09-30	$23,359,431	98,563	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$26,861,873	98,507	-14.8%	Shares	Sole	2025-08-14
2025-03-31	$31,026,172	115,614	-1.0%	Shares	Sole	2025-06-05
2024-12-31	$39,027,677	116,734	+67.4%	Shares	Sole	2025-06-05
2024-09-30	$19,087,440	69,736	+2487.6%	Shares	Sole	2024-11-14
2024-06-30	$692,884	2,695	-3.6%	Shares	Sole	2024-08-14
2024-03-31	$841,798	2,795	-3.6%	Shares	Sole	2024-05-15
2023-12-31	$762,579	2,898	0.0%	Shares	Sole	2024-02-14
2023-09-30	$587,656	2,898	-11.7%	Shares	Sole	2023-11-14
2023-06-30	$693,566	3,283	+463.1%	Shares	Sole	2023-08-14
2023-03-31	$116,471	583	+483.0%	Shares	Sole	2023-05-15
2022-12-31	$13,259	100	-55.4%	Shares	Sole	2023-02-14
2022-09-30	$32,220	224	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.